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Life Insurance Sales Specialist
iStaff Pros - Ask us about our Remote CSR service!. Proactively call and engage existing agency clients to identify life insurance opportunities .
Posted 9/22/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $2,500 per monthWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in life insurance sales, including conducting needs assessments, quoting, and closing policies. Maintains strong organizational skills to manage a sales pipeline and follow up with clients effectively.
Highest-signal resume keywords
Active Life Insurance LicenseLife Insurance Sales ExperienceLife Insurance Product KnowledgeOutbound Calling ProficiencyPipeline Management
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 Needs AssessmentQuoting Life Insurance PoliciesClosing SalesDocumenting Sales ActivityMeeting Production Goals
Soft Skills
Strong Communication SkillsRelationship-BuildingObjection HandlingSelf-MotivationOrganizational Skills
Certifications & Qualifications
Life Insurance License
Industry Keywords
Life InsuranceSales ProcessClient Follow-UpSales PipelineUnderwriting Requirements
About the role
Key responsibilities & impact- Proactively call and engage existing agency clients to identify life insurance opportunities
- Conduct a high volume of outbound calls and client follow-ups each day
- Review existing client relationships to identify households and business clients with potential life insurance needs
- Conduct life insurance needs assessments and recommend appropriate solutions
- Quote, present, and close life insurance policies
- Consistently follow up with prospects throughout the sales process
- Maintain an organized pipeline of opportunities and upcoming follow-ups
- Document client conversations and sales activity within agency systems
- Work collaboratively with Personal Lines and Commercial teams to identify life insurance opportunities
- Meet or exceed established monthly production and activity goals
- Maintain strong product knowledge and stay current on life insurance products and underwriting requirements
Requirements
What you’ll need- Active and current Life Insurance license
- Previous life insurance sales experience
- Strong understanding of life insurance products and the life insurance sales process
- Comfortable making a significant volume of outbound calls every day
- Strong phone, communication, relationship-building, and objection-handling skills
- Confident asking for the sale and moving opportunities to a close
- Highly organized with disciplined follow-up habits
- Self-motivated and able to manage a sales pipeline independently
- Results-oriented and motivated by financial incentives and uncapped earning potential
Benefits
Comp & perks- Uncapped earning potential
- Financial incentives