Remote Life Insurance Sales Representative
About The Position
Connie Health is a fast-growing insurance brokerage on a mission to empower older Americans to make confident, worry-free decisions about their coverage. We combine AI-driven technology with knowledgeable local experts to help people select the right plans and navigate their benefits with ease. Our culture is mission-driven, collaborative, and innovative — grounded in Relationships First, Data-Driven decision making, and Accountability in delivering unbiased, high-quality guidance to every member we serve. As we expand our product offerings, we're seeking a Life Insurance Sales Representative to help us serve clients with final expense life insurance solutions.
Requirements
- Active Life & Health Insurance License (required)
- 2–3 years of life insurance sales experience; final expense experience a strong plus
- Demonstrated ability to have empathetic, trust-building conversations with senior clients
- Comfort working a phone sales environment with company-provided leads
- Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
- Excellent verbal communication skills — clear, warm, and consultative
- Bilingual a plus
Responsibilities
- Serve as a trusted advisor to clients navigating final expense life insurance options, helping them make confident, informed decisions
- Conduct thorough needs assessments via phone to understand each client's coverage goals, budget, and health profile
- Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
- Match clients with the most suitable carrier and product based on their unique situation
- Guide clients through the application and underwriting process with care, accuracy, and personalized support
- Build meaningful relationships through empathetic, solutions-focused conversations — especially with seniors and their families
- Work a consistent pipeline of company-provided leads with urgency and professionalism
- Consistently meet or exceed individual sales goals while tracking activity and pipeline in the CRM
- Stay current on state insurance regulations, carrier guidelines, and compliance requirements
- Accurately document all sales and service activities in the CRM system
- Collaborate with managers, trainers, and team members to sharpen skills and contribute to team goals
- Support additional duties and special projects as needed
Benefits
- Base salary plus bonus — competitive total compensation
- Company-provided leads — no cold prospecting required
- Generous vacation policy and paid holidays
- Comprehensive health insurance coverage
- 401(k) with company match
- A collaborative, mission-driven, and innovative culture
- Remote work flexibility and growth opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
