We are seeking driven, dependable, and professional individuals to join our growing team as Entry-Level Life Insurance Inbound Call Representatives.
You will communicate with prospective customers who have already shown interest in learning about life insurance coverage. Your role will be to answer incoming calls, identify the customer’s needs, review available coverage options, and assist eligible customers with completing the application process.
Previous insurance or sales experience is not necessary. We provide structured training, call scripts, coaching, and continued support to help new team members succeed.
Key Responsibilities
- Handle inbound calls from prospective customers interested in life insurance.
- Build rapport and create a comfortable, professional customer experience.
- Ask appropriate questions about the customer’s goals, household needs, health background, and financial circumstances.
- Present available life insurance products in a clear and easy-to-understand way.
- Help customers compare coverage options and identify a suitable solution.
- Assist qualified applicants with completing enrollment and application steps.
- Conduct follow-up calls with interested customers when needed.
- Document customer details, call notes, and application progress accurately in the CRM.
- Use approved scripts and follow all company procedures, privacy policies, and compliance requirements.
- Attend scheduled training, coaching sessions, and team meetings.
- Meet established expectations for attendance, call activity, professionalism, and performance.
Qualifications
- No prior insurance or sales background is required.
- Strong communication and active-listening abilities.
- Comfortable having professional conversations over the phone.
- Reliable, motivated, coachable, and willing to develop new skills.
- Able to simplify information and explain it clearly to customers.
- Comfortable working in an organized, goal-oriented, and fast-moving environment.
- Basic computer, typing, and data-entry abilities.
- Able to follow established scripts, systems, and procedures.
- A life insurance license is helpful but is not required when applying.
Who We Are Looking For
Successful candidates are confident, positive, energetic, and dependable. You should enjoy speaking with people, be open to feedback, and be willing to follow a proven customer-service and sales process.
We are looking for individuals who can remain professional, treat customers respectfully, and consistently apply what they learn through training and coaching.
Training Provided
New team members will receive hands-on instruction in the following areas:
- Life insurance basics and terminology
- Understanding customer needs
- Managing inbound customer calls
- Explaining products and coverage options
- Completing applications and enrollments
- Using the company CRM
- Professional phone communication
- Sales processes and call structure
- Privacy and compliance standards
Work Environment
This position involves frequent phone conversations, regular computer use, detailed data entry, and participation in ongoing training and coaching.
Team members must be able to stay organized, focused, and professional throughout the workday while handling customer conversations in a structured environment.
How to Apply
Submit your resume through Indeed for consideration. Applicants whose qualifications match the position will be contacted to arrange an interview.
Pay: $70,000.00 - $100,000.00 per year
Work Location: In person
