Prospect daily through outbound calls using provided and self-generated leads
Handle and respond to inbound call opportunities promptly and professionally
Schedule and conduct client consultations (virtual and/or in-person)
Assess client needs and present appropriate Life & Health insurance solutions
Clearly explain plan options and close sales
Complete applications and submit enrollments accurately and compliantly
Follow up consistently to maintain pipeline activity and maximize conversions
Generate referrals and cross-sell additional coverage when appropriate
Build, manage, and grow your personal book of business
Maintain accurate records of client interactions and production activity
Stay current on carrier products, underwriting guidelines, and compliance requirements
Track daily activity and remain consistent with production goals

Active Life & Health Insurance License (required)
Self-motivated with a strong work ethic and entrepreneurial mindset
Comfortable making outbound calls and handling inbound sales opportunities
Strong communication and presentation skills (virtual and in-person)
Ability to manage time effectively and work independently
Coachable and open to feedback
Basic computer proficiency and ability to navigate CRM systems
Willingness to track activity and remain consistent with production goals
Must have a desktop or laptop computer (no tablets)
Must have a mouse
Hardwired high-speed internet connection required (Ethernet cord connected directly to router — WiFi is not permitted)
Headset with attached microphone required (microphone must be positioned properly near the mouth during calls)
Dedicated, quiet, noise-free work environment suitable for professional client calls
Must be able to speak clearly, confidently, and professionally on the phone (no whispering, low-volume speaking, or background distractions)

Licensed Life & Health Insurance Agent – Remote, Field

Key skills