Life Insurance Sales Representative

Connie Health

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in final expense life insurance sales, with a strong focus on client needs assessment, relationship building, and compliance with insurance regulations. Proficient in utilizing CRM systems and various communication tools to enhance client interactions and sales performance.

Highest-signal resume keywords

Active Life & Health Insurance LicenseLife Insurance Sales ExperienceFinal Expense KnowledgeCRM ProficiencyVerbal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Life Insurance SalesNeeds AssessmentPolicy Features KnowledgeUnderwriting Process GuidanceSales Goal Achievement

Soft Skills

EmpathyTrust-BuildingRelationship BuildingConsultative Communication

Tools & Technologies

SalesforceFive9SlackIOS

Certifications & Qualifications

Active Life & Health Insurance License

Industry Keywords

Final Expense InsuranceInsurance RegulationsCompliance RequirementsSenior Client Engagement

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