Insurance Agent

Life Insurance Specialist Sales Agent

The LIS Sales Agent will be responsible for generating high quality clients and revenue by protecting families and businesses through life insurance. You will be a non-commissioned employee without having to spend money on leads, licensing, continuing education, or case management. Your main priority will be to generate new business (applications) for SBLI Direct Sales through SBLI-produced new prospects and existing clients. This is mainly completed over the phone, but can also be done through text, email and chat. Once applications are received in underwriting, the LIS Agent will assist in getting applications successfully processed as issued and paid policies. They will work with our internal departments and consumers to complete this process.

Responsibilities include:

1. Be actively logged into our dialer/telephony system to make outbound calls to new leads/prospects, while also receiving inbound sales calls. This is your main focus throughout the day. These are not cold calls. Anyone you would be speaking to is someone who has engaged SBLI through our website or some other means to learn about our products, get an accurate quote, or start an application.

2. Engage in active listening to conduct a needs analysis and personal interview to ensure consumers are purchasing products that meet their needs and eligibility requirements. Be an advisor to the consumer, challenging assumptions to help them get the protection they need.

3. Engage with digital shoppers in real time using Click to Chat or Click to Video.

4. Accelerate and enhance the shoppers’ purchase journey by providing information on: SBLI products, best practices for defining basic coverage needs, the difference between whole life and term life insurance, how the decision process works at SBLI, and how to efficiently navigate the application process.

5. Appropriately follow up on all leads, applications, and policies.

6. Fully document all interactions and accurately set follow-ups matching consumer expectations.

7. Understand KPIs and make adjustments necessary to achieve success.

Requirements:

• Active Life Insurance License
• Telesales experience preferred
• Fantastic Sales and Customer service skill
• Excellent communication skills
• Be coachable
• Strong work ethic/self-starter
• Passionate about helping people
• Competitive spirit
• Continuous growth mindset that thrives in a dynamic, continuous process improvement environment
• Detail-oriented
• Ability to multi-task and manage time effectively
• Comfortable with technology
• Knowledge of life insurance products, the underwriting process, and industry protocols
• Open office environment in our Life Insurance Solutions Center in Woburn, MA. Would consider fully remote candidate.
• Ability to work schedule of 37.5 hours per week with limited overtime including some evening and possible weekend hours. Shifts can be flexible depending on availability, but requires 7.5 hours per day. Shifts available: 10 AM - 6 PM, 11 AM - 7 PM, 12 PM - 8 PM.

COVID Vaccination required.

No relocation or sponsorship available.

Pay: From $28.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday
• Weekend availability

Work setting:

• Hybrid remote

COVID-19 considerations:
COVID Vaccination required. Hybrid work model up to two days remote weekly.

Ability to commute/relocate:

• Woburn, MA 01801: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Experience:

• Sales Experience: 3 years (Required)

License/Certification:

• Life Insurance License (Required)

Work Location: Hybrid remote in Woburn, MA 01801

Salary : $28