Life and Ancillary Product Sales Agent

Job Description

Job Description

Life & Ancillary Product Sales Agent

Location: Missoula, MT
Job Type: Full-Time
Classification: Non-Exempt
Schedule: Primarily Monday–Friday
Pay: $18.00–$21.00 per hour (DOE & qualifications)
Additional Compensation: Opportunity for commission as the role and responsibilities develop

About the Role

Express Employment Professionals is partnering with a values-driven local organization to recruit a motivated and service-oriented Life & Ancillary Product Sales Agent . This role is ideal for someone who enjoys educating clients, building strong long-term relationships, and helping individuals and families feel confident in their financial protection decisions.

This position combines consultative sales, client education, and relationship management in a professional, people-first environment. Success in this role is measured by trust, retention, consistent follow-through, and sales growth.

Position Overview

The Life & Ancillary Product Sales Agent works directly with individuals and families to provide life insurance and ancillary products that support long-term financial security. This role requires strong communication skills, attention to detail, and a service-driven mindset.

Core Values

This organization emphasizes the following values in daily work and client relationships:

• Integrity: Honest, accountable, and dependable
• Adaptability: Open to change and receptive to new ideas
• Service-Minded: Compassionate and committed to client care
• Attention to Detail: Organized, thorough, and accurate

Key Responsibilities

• Build and maintain strong relationships with new and existing clients
• Present and sell life insurance and ancillary products such as dental, vision, disability, and supplemental coverage
• Educate clients on coverage options, policy features, and long-term value
• Generate new business through referrals, networking, community involvement, and outbound prospecting
• Conduct client meetings in person, by phone, or virtually
• Guide clients through applications and underwriting processes with accuracy and efficiency
• Follow up consistently with leads and existing clients
• Stay current on product offerings, industry trends, and compliance requirements
• Use CRM systems to manage client interactions, sales activity, and documentation
• Participate in marketing events, seminars, and community outreach (occasional evenings or weekends)
• Collaborate with sales, service, and support teams to ensure a positive client experience
• Meet or exceed individual and team sales goals
• Support increased workload during the Annual Enrollment Period (October–December), including extended hours as needed
• Provide cross-functional support to Licensed Client Advocates (LCAs), including assisting Medicare and health insurance clients during peak periods

Qualifications

• Previous sales experience preferred (insurance, financial services, or related field strongly desired)
• Strong interpersonal and communication skills
• Self-motivated, goal-oriented, and results-driven
• Ability to explain complex information clearly and professionally
• Excellent organizational and time-management skills
• Proficiency in Microsoft Office and comfort working with CRM systems
• Willingness to obtain and maintain required Life & Health insurance licenses (training available)
• High school diploma or equivalent required; additional education in business or related field a plus

Ready to Apply?

If you’re looking to build a career rooted in integrity, service, and professional growth, apply today with Express Employment Professionals . We look forward to connecting with you.

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