Life Sales Advisor

Responsibilities: 

• Acts as a key resource about the company’s Life insurance products currently being sold and in-force policies for the Central and South Districts.


• Communicates and demonstrates the company’s competitive advantage.


• Understands and utilizes a transferable sales process, including transition statements, how to open a life case, living benefits, concept sales, and needs analysis.


• Trains agents in the sales process and the Life Product portfolio at agency meetings, H.O. training, and all agent interactions.


• Conducts joint calls with agents, demonstrating our concept sale/living benefit approach.


• Solves problems with clients and agents related to our in-force existing life business.


• Understands and conducts all appointments and training in a manner consistent with being a Life Insurance Educator.

Minimum Knowledge and Requirements:

• Bachelor’s degree or equivalent experience, insurance designation preferred.


• 3 - 5 years of Life Insurance experience.


• Life Insurance license required. Working toward completing advanced certification is preferred.


• Demonstrated success in life insurance sales.


• Demonstrated ability to train adult learners and develop effective training programs.


• Advanced knowledge and experience in Life insurance-related technology.


• Ability to learn our company’s Life products quickly.

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