Life Insurance Sales Specialist
Boost your chances before you apply.
istaffpros
Oxnard, CA, US
Summary
The specialist will proactively contact existing agency clients to identify life insurance needs and conduct high-volume outbound calls. They are responsible for quoting, presenting, and closing policies while maintaining an organized sales pipeline.
Job Description
Position Overview
Family owned Agency is seeking an experienced, fully licensed Life Insurance Sales Specialist to focus exclusively
on helping our existing clients identify and address their life insurance needs.
This is not a traditional insurance sales role where you are expected to build a book from scratch. Our
Agency has a significant existing book of business, creating a substantial opportunity for the right
salesperson to proactively contact current clients, uncover needs, and cross-sell appropriate life insurance
solutions.
We are looking for someone who is comfortable spending a significant portion of the day on the phone,
knows how to create opportunities through consistent outreach and follow-up, and is strongly motivated by
sales results and uncapped earning potential.
Primary Responsibilities
- Proactively call and engage existing agency clients to identify life insurance opportunities.
- Conduct a high volume of outbound calls and client follow-ups each day.
- Review existing client relationships to identify households and business clients with potential life
Insurance Needs
- Conduct life insurance needs assessments and recommend appropriate solutions.
- Quote, present, and close life insurance policies.
- Consistently follow up with prospects throughout the sales process.
- Maintain an organized pipeline of opportunities and upcoming follow-ups.
- Document client conversations and sales activity within agency systems.
- Work collaboratively with Personal Lines and Commercial teams to identify life insurance opportunities.
- Meet or exceed established monthly production and activity goals.
- Maintain strong product knowledge and stay current on life insurance products and underwriting requirements.
What We're Looking For
- Active and current Life Insurance license.
- Previous life insurance sales experience.
- Strong understanding of life insurance products and the life insurance sales process.
- Comfortable making a significant volume of outbound calls every day.
- Strong phone, communication, relationship-building, and objection-handling skills.
- Confident asking for the sale and moving opportunities to a close.
- Highly organized with disciplined follow-up habits.
- Self-motivated and able to manage a sales pipeline independently.
- Results-oriented and motivated by financial incentives and uncapped earning potential.
The Opportunity
The biggest advantage of this role is that the opportunity already exists. Rather than spending your time
searching for strangers to call, you will be working within Our Agency established book of business and
developing life insurance opportunities with clients who already have a relationship with our agency.
Make the calls. Build relationships. Close business. Create your own earning potential.
This position is with a Farmers independent contractor agent, not Farmers Insurance Company.
The Insurance Industries #1 Recruiting Firm for Agents!!
iStaff Pros is a Veteran Owned staffing firm specializing in the insurance industry.
At iStaff Pros, we help Insurance Agents save the time, energy and resources they need to help them grow their business.
If you are looking for part-time or full-time staff, we can help!
We offer Direct-placement as well as Remote CSR Service. Finding the right person for you is our mission. Our in-depth vetting process for candidates is second to none.
We let you get back to business, while we handle your staffing needs.
Founded
2016
Company size
11-50 employees
Industry
Staffing and Recruiting
Org type
Privately Held
Headquarters
Temecula, California
The Insurance Industries #1 Recruiting Firm for Agents!!
iStaff Pros is a Veteran Owned staffing firm specializing in the insurance industry.
At iStaff Pros, we help Insurance Agents save the time, energy and resources they need to help them grow their business.
If you are looking for part-time or full-time staff, we can help!
We offer Direct-placement as well as Remote CSR Service. Finding the right person for you is our mission. Our in-depth vetting process for candidates is second to none.
We let you get back to business, while we handle your staffing needs.
Founded
2016
Company size
11-50 employees
Industry
Staffing and Recruiting
Org type
Privately Held
Headquarters
Temecula, California