Consumer Sales Agent

Overview

Role involves guiding customers through the IUL insurance buying process and ensuring a world-class experience.

Ideal candidate should have 2-3 years of telesales experience in life insurance and strong communication skills.

Locations

• United States

Requirements

• 2-3 years of life insurance telesales experience
• Strong proficiency in Salesforce or equivalent
• Bilingual in English and Spanish preferred

Responsibilities

• Engage customers through calls, emails, and SMS
• Educate customers on products
• Build relationships to drive conversion targets
• Manage customer pipeline and follow-up
• Iterate on workflows and outreach strategies
• Drive referral activity through positive experiences