Sell whole life and final expense solutions through a high-volume phone-based sales process.
Close qualified paid and internally generated leads at a high rate after training.
Start by outbound dialing missed appointments, then move into inbound and warm live-transfer lead flow as you ramp.
Use company-provided leads, scripts, role plays, and coaching tools to improve every week.
Follow the company's process, sell ethically, and make sure customers understand what they are buying.
Maintain activity, CRM, follow-up, and performance discipline in a remote environment.

Active life insurance license in at least one U.S. state.
High accountability and willingness to work roughly 50-60 hours per week when needed.
Life, final expense, Medicare, door-to-door, call center, cold calling, outbound, appointment-setting, or other high-volume B2C sales experience.
Proof that you can sell: quota attainment, leaderboard performance, awards, production metrics, strong close rates, or consistent top-performer results.
No life insurance sales experience is required if you have an active life license and a strong high-grit sales record.
Ability to complete or transfer required carrier appointments/releases quickly, especially Americo and Mutual of Omaha.
Comfort with coaching, role play, CRM discipline, and performance feedback.

Company-paid leads.
Licensing, continuing education, and additional state appointment support for strong performers.
Daily coaching and sales development.
AI role-play and internal sales support tools.
Warm live-transfer lead flow after graduation from the training ramp.
Clear path for proven performers to get help building their own agency or line of business in year two.

Life Insurance Agent

Key skills