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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, with a strong focus on client education, relationship building, and compliance with insurance regulations. Proficient in utilizing CRM systems and various sales tools to track performance and support client interactions.
Highest-signal resume keywords
Active Life & Health Insurance LicenseLife Insurance Sales ExperienceFinal Expense KnowledgeCRM 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
Life Insurance SalesFinal Expense KnowledgeNeeds AssessmentApplication Process GuidanceSales Goal Achievement
Soft Skills
EmpathyTrust-BuildingRelationship ManagementConsultative Communication
Tools & Technologies
SalesforceFive9SlackIOS
Certifications & Qualifications
Active Life & Health Insurance License
Industry Keywords
Final Expense Life InsuranceUnderwriting TiersCoverage AmountsState Insurance RegulationsCarrier GuidelinesCompliance Requirements
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 the most suitable carrier and product
- Guide clients through the application and underwriting process
- Build meaningful relationships with seniors and their families
- Work a consistent 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 system
- 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 in a phone sales environment with company-provided leads
- Strong technical skills and comfort using multiple systems
- iOS, Salesforce, Five9, and 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