Sell whole life and final expense solutions through a high-volume phone-based sales process
Convert 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
Build consistent performance across activity volume, applications, placed premium, policy count, and close rate

Active life insurance license in at least one U.S. state
High accountability and comfort working in a performance-driven sales environment
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 direct 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
A clear sales system designed to help strong performers build consistent income

Life Insurance Agent

Key skills