Life Insurance Sales Agent – Multi-Level Opportunity

USAA

. Engage with current and prospective members through high-volume inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels .

Posted 11/6/2026full-timeUnited StatesJunior💰 $45,470 - $105,420 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in life insurance sales and financial services, with a strong ability to educate members on insurance products and deliver consultative recommendations. Proven track record in achieving sales goals and providing exceptional member experiences in a metrics-driven environment.

Highest-signal resume keywords

Life Insurance Sales ExperienceStrong Verbal And Written Communication SkillsProblem-Solving And Negotiation SkillsCLU® DesignationExperience In High-Volume Telephone Sales

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Life Insurance KnowledgeFinancial Services ExpertiseConsultative SellingCross-Selling TechniquesSales Goal AchievementObjection HandlingMetrics-Driven PerformanceEstate Planning ConsiderationsLong-Term Care Products KnowledgeComplex Concept Translation

Soft Skills

Building TrustRapport BuildingTime ManagementAdaptabilityTeam Mentoring

Certifications & Qualifications

Active Life Insurance LicenseCLU® (Chartered Life Underwriter)

Industry Keywords

Insurance ProductsFinancial PlanningMember ExperienceSales Conversion MetricsCompliance StandardsEconomic ConditionsLegislative DevelopmentsHigh-Volume InteractionsContact Center ExperienceMilitary Support Experience

About the role

Key responsibilities & impact

Engage with current and prospective members through high-volume inbound and outbound interactions, including phone calls, email, video appointments, and other communication channels
Build rapport and uncover member needs through fact-finding conversations focused on life events, financial priorities, and protection goals
Deliver consultative recommendations for life insurance and related protection solutions
Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions, including long-term care products
Drive sales by presenting recommendations, overcoming objections, and helping members take action
Identify opportunities to cross-sell or refer members to additional financial solutions
Complete follow-up outreach to nurture opportunities and support retention and acquisition efforts
Stay informed on industry trends, economic conditions, and legislative developments affecting insurance and financial planning needs
Achieve performance expectations related to sales, member experience, productivity, quality, and compliance
Serve as a resource and mentor to less experienced team members

Requirements

What you’ll need

High School diploma or GED
Active Life insurance license (or ability to maintain required licensing)
At least 1 year of life insurance sales, financial services, or related sales experience
Strong verbal and written communication skills with the ability to build trust quickly in a virtual environment
Ability to learn complex concepts and translate them into meaningful member conversations
Experience handling multiple priorities, meeting deadlines, and navigating multiple systems simultaneously
Strong problem-solving, negotiation, and objection-handling skills
Ability to perform effectively in a goal-oriented, metrics-driven environment
Successful completion of a job-related assessment may be required
2+ years of life insurance sales experience with a demonstrated track record of success
1+ year of experience in a contact center or high-volume telephone sales environment
Experience meeting or exceeding sales goals, conversion metrics, and productivity targets
CLU® (Chartered Life Underwriter) designation or comparable credential
Military experience or experience supporting military members and their families as a military spouse or domestic partner
Must be able to work onsite five days per week initially
Must be based in Tampa, Florida or Phoenix, Arizona
Relocation assistance is not available
USAA does not provide visa sponsorship; applicants must not require immigration support now or in the future

Benefits

Comp & perks

Remote or hybrid flexibility may be offered to active-duty military spouses, consistent with applicable policy and business needs
Pay incentives based on overall corporate and individual performance, at the discretion of the USAA Board of Directors
Comprehensive medical, dental and vision plans
401(k)
Pension
Life insurance
Parental benefits
Adoption assistance
Paid time off program
Paid holidays
16 paid volunteer hours
Various wellness programs
Career path planning
Continuing education and professional development support