Life & Retirement Sales Representative

TL;DR

Life & Retirement Sales Representative (Insurance): Handle inbound inquiries and outbound follow-up calls from educators seeking life insurance solutions with an accent on consultative, needs-based selling and building trust-based relationships. Focus on meeting sales targets, ensuring regulatory compliance, and accurately documenting interactions in CRM systems.

Location: Remote (US, Monday–Friday 8 a.m.–7 p.m. CT)

Salary: $19.66 - $29.04 per hour + uncapped commission

Company

Insurance provider founded in 1945, serving over 4,100 US school districts with tailored insurance and financial products for educators.

What you will do

• Respond to inbound calls and web inquiries from educators interested in life insurance.
• Place outbound follow-up calls and develop trust-based relationships through education on products.
• Meet or exceed sales targets and activity metrics via consultative selling.
• Maintain compliance with regulations and company standards.
• Document interactions in CRM and stay updated on industry and product changes.

Requirements

• Active life insurance license required; health license to be obtained within 6 months
• 3+ years of financial services or consultative sales experience, preferably in insurance or retirement planning
• Experience in call center or sales role with proven ability to meet targets
• Exceptional client relationship management skills for remote engagement
• Comfortable with CRM tools, multitasking, and independent work
• Passion for serving educators

Culture & Benefits

• Purpose-driven culture focused on supporting educators' financial futures
• Full benefits: medical, dental, vision, 401(k) with match
• Base salary + uncapped commission rewarding high performers
• Robust training, licensing reimbursement, and career advancement opportunities
• Remote flexibility with work-life balance supporting schedule