Sales Specialist

I help passionate entrepreneurs live financially free!

About the Company - Our agents help families all over the country find the Life insurance, Retirement Solutions and Financial Services Solutions they need to protect their futures.

About the Role – You would specialize in a revolutionary form of Life insurance called LIVING BENEFIT LIFE INSURANCE, that you don’t have to die to collect. We are partnered with over 25 industry leading carriers to bring a portfolio of products that they can be proud to offer your clients.

• Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and zero time on lead hunting.
• Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions.
• Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences.
• Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention.
• Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information.
• Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review.
• Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards.

Qualifications -

• Proven experience in sales, preferably within the insurance or financial services industry.
• Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Outstanding presentation and negotiation skills.
• Self-motivated with a results-driven mindset and the ability to work independently.
• Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed).

Pay range and compensation package –

100% commission based plus incentives with no caps

Range is based on the average rep in current markets

Bonuses, are performance based and paid every month on the 15th

Residuals are paid on the anniversary date of the clients sale.

Our goal is to offer inclusive and accessible financial protection, helping individuals and families secure their future with confidence.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and General Business

Industries

Insurance and Financial Services

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