Job Description
Job Title: Life Insurance Specialist (Cross-Sell Expert)
Job Summary
We are looking for a high-energy, Licensed Life Insurance Agent to join our team. This is a unique opportunity for an agent who isn't afraid to dive into an existing book of business . You will be responsible for mining our current database of loyal auto insurance clients to identify needs and provide life insurance solutions. If you are a closer who thrives in a target-rich environment and wants the freedom of a commission-only structure, this role is for you.
Key Responsibilities
Relationship Mining: Proactively outreach to our current auto insurance policyholders to introduce life insurance products.
Needs Analysis: Conduct thorough financial needs assessments to recommend the right coverage (Term, Whole Life, Universal, etc.).
Pipeline Management: Manage a high volume of leads and follow up consistently to move clients through the sales funnel.
Cross-Sell Strategy: Work closely with the personal lines team to identify life insurance triggers (new home, marriage, new child) within the existing client base.
Qualifications
Licensing: Must hold an active Life & Health Insurance license.
Experience: Proven track record in insurance sales, specifically with a focus on outbound calling or cross-selling.
Mindset: A "hunter" mentality with the ability to pivot conversations from property/casualty to life insurance.
Communication: Strong verbal and written communication skills with the ability to explain complex products simply.
Compensation & Benefits
Commission Only: Unlimited earning potential with a highly competitive commission structure.
Warm Leads: Immediate access to an established, "warm" book of business—no cold calling from scratch.
Flexibility: Independent schedule management.
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