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Life Insurance Sales Representative
Connie Health. Serve as a trusted advisor to clients navigating final expense life insurance options .
Core Competencies
Role fitCore 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 compliance while utilizing CRM systems for tracking sales activities.
Highest-signal resume keywords
Active Life & Health Insurance LicenseLife Insurance Sales ExperienceFinal Expense ExperienceSalesforce ProficiencyVerbal Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Final Expense Life InsuranceNeeds AssessmentProduct EducationApplication Process GuidanceSales Goal Achievement
Soft Skills
EmpathyTrust-BuildingRelationship BuildingConsultative Communication
Tools & Technologies
CRM SystemsSalesforceFive9SlackIOS
Certifications & Qualifications
Active Life & Health Insurance License
Industry Keywords
Insurance RegulationsCompliance RequirementsUnderwriting TiersCoverage AmountsSenior Client Engagement
Tech Stack
Tools & technologiesiOS
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
- Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
- Match clients with suitable carriers and products
- Guide clients through application and underwriting processes
- Build relationships with seniors and their families
- Work a pipeline of company-provided leads
- Meet or exceed individual sales goals and track activity 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
- Collaborative, mission-driven, and innovative culture