Licensed Life Insurance Sales Agent

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Requirements:

• 2-3 years of experience in life insurance telesales.
• Strong proficiency with Salesforce or equivalent CRM software.
• Proven sales techniques with ability to overcome objections.
• Bilingual in English and Spanish preferred.
• Ability to multitask and manage time effectively.
• Strong problem-solving skills to identify and address customer friction points.
• Excellent organizational and time management skills.
• Adaptability to changes in a fast-paced environment.
• Excellent communication skills, especially on the phone.
• Passionate about delivering exceptional customer service.

Responsibilities:

• Engage potential customers through inbound and outbound calls, emails and SMS.
• Educate customers on Ethos’ products and processes.
• Uncover and understand individual needs through in-depth discovery.
• Build relationships with customers to drive conversion targets.
• Partner with colleagues to execute team and company goals.
• Manage a pipeline of customers, performing follow-ups.
• Iterate and improve outreach strategies.
• Drive referral activity by creating positive customer experiences.