Life and Annuity Agent

My Senior Health Plan • Brentwood, TN

12d • Remote

About The Position

We are looking for a licensed and experienced Life and Annuity Agent to join our telesales team. In this role, you will engage with prospective and existing clients over the phone and through virtual platforms to provide tailored life insurance and annuity solutions. This is a high-impact, client-facing role ideal for professionals who thrive in a fast-paced, phone-based sales environment.

Requirements

• Active Life Insurance License is required.
• Insurance carrier appointments are required.
• 2+ years of telesales or phone-based sales experience in insurance or financial services.
• Strong knowledge of life insurance and annuity products (fixed, indexed, and variable).
• Excellent verbal communication and consultative selling skills.
• Comfortable using CRM systems, call center software, and virtual meeting tools.
• Self-disciplined, goal-oriented, and able to work independently in a remote environment.

Nice To Haves

• Bilingual (Spanish/English) is a plus.

Responsibilities

• Conduct inbound and outbound telesales calls to educate clients on life insurance and annuity products.
• Use virtual tools (e.g., Zoom, CRM dialers, e-signature platforms) to complete the full sales cycle remotely.
• Perform needs-based assessments to recommend appropriate financial protection and retirement income solutions.
• Follow up with leads generated through marketing campaigns, referrals, and CRM systems.
• Maintain accurate and timely documentation of all client interactions and sales activities.
• Stay informed on product updates, compliance requirements, and industry trends.
• Consistently meet or exceed telesales performance metrics and conversion goals.

Benefits

• Competitive compensation based on experience
• Health, Dental, Vision, and Life Insurance (70% employer-paid!)
• 401(k) with match + profit-sharing
• Paid vacation, sick time, and holidays, including the week of Christmas off with pay
• Fully remote
• A supportive, growth-oriented work culture

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed