Connie Health

Insurance

• 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 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

Life Insurance Sales Representative

• 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

• 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