Life Insurance Sales Representative

Connie Health

. Serve as a trusted advisor to clients navigating final expense life insurance options .

Posted 9/18/2026full-timeRemote • Wisconsin • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in final expense life insurance sales, including needs assessment, product education, and client relationship building. Proficient in navigating insurance regulations and utilizing CRM systems to track sales activities and maintain compliance.

Highest-signal resume keywords

Active Life & Health Insurance LicenseLife Insurance Sales ExperienceFinal Expense ExperienceSalesforce ProficiencyExcellent Verbal Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Life Insurance SalesNeeds AssessmentProduct EducationApplication Process GuidanceSales TrackingCompliance Knowledge

Soft Skills

EmpathyTrust-BuildingRelationship BuildingConsultative Communication

Tools & Technologies

SalesforceFive9SlackIOS

Certifications & Qualifications

Active Life & Health Insurance License

Industry Keywords

Final Expense InsuranceUnderwriting TiersCoverage GoalsSenior ClientsInsurance Regulations

Tech Stack

Tools & technologies

iOS

About the role

Key responsibilities & impact

Serve as a trusted advisor to clients navigating final expense life insurance options
Conduct thorough needs assessments via phone to understand 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
Guide clients through the application and underwriting process
Build meaningful relationships with seniors and their families
Work a pipeline of company-provided leads
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
Document sales and service activities in the CRM
Collaborate with managers, trainers, and team members
Support additional duties and special projects as needed

Requirements

What you’ll need

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

Benefits

Comp & perks

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
Remote work flexibility and growth opportunities
A collaborative, mission-driven, and innovative culture