Proactively connect with prospective clients to assess life insurance needs and recommend appropriate coverage solutions
Operate as a performance-driven consultant, setting and tracking personal sales goals and activity metrics
Educate clients on life insurance products in a clear, ethical, and compliant manner
Build and manage a personal pipeline through outbound calls, follow-ups, and referrals
Conduct virtual consultations via phone and video conferencing platforms
Maintain accurate client records and application documentation
Participate in ongoing training, coaching, and skill development sessions
Execute sales strategies with discipline, consistency, and a competitive mindset
Collaborate with team leaders and mentors to improve performance and advance professionally
Demonstrate leadership qualities through accountability, coachability, and results
Uphold company standards, licensing requirements, and regulatory compliance
Strong work ethic with a competitive, results-driven mindset
Coachable, self-motivated, and accountable for personal performance
Excellent communication and interpersonal skills
Comfort working in a commission-only, performance-based environment
Ability to manage time effectively in a remote setting
Willingness to obtain and maintain a state Life Insurance license (training and guidance provided, if applicable)
Basic computer proficiency and ability to use CRM and virtual meeting tools
Professional demeanor with a client-first, ethical approach
Goal-oriented individual who thrives on growth, challenges, and measurable results
Leadership potential and desire for advancement
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