Connie Health is a fast-growing insurance brokerage on a mission to empower older Americans to make confident, worry-free decisions about their coverage. We combine AI-driven technology with knowledgeable local experts to help people select the right plans and navigate their benefits with ease. Our culture is mission-driven, collaborative, and innovative—grounded in Relationships First, Data-Driven decision making, and Accountability in delivering unbiased, high-quality guidance to every member we serve.
Role Overview: As a Life Insurance Sales Representative, you will help clients—primarily seniors and their families—secure affordable final-expense life insurance coverage designed to ease the financial burden of end-of-life expenses. This is a phone-based role with company-provided leads, where you will guide clients through their options with compassion, clarity, and expertise. The ideal candidate can build trust quickly, handle sensitive conversations skillfully, and consistently convert leads into issued policies while complying with regulatory standards.
What You'll Do: - Serve as a trusted advisor to clients navigating final-expense life insurance options, helping them make confident, informed decisions - Conduct needs assessments via phone to understand coverage goals, budget, and health profile - Educate clients on final-expense whole life products, policy features, underwriting tiers, and coverage amounts - Match clients with suitable carriers and products based on their situation - Guide clients through the application and underwriting process with care and accu
Connie Health is a fast-growing insurance brokerage on a mission to empower older Americans to make confident, worry-free decisions about their coverage. We combine AI-driven technology with knowledgeable local experts to help people select the right plans and navigate their benefits with ease. Our culture is mission-driven, collaborative, and innovative—grounded in Relationships First, Data-Driven decision making, and Accountability in delivering unbiased, high-quality guidance to every member we serve.
Role Overview: As a Life Insurance Sales Representative, you will help clients—primarily seniors and their families—secure affordable final-expense life insurance coverage designed to ease the financial burden of end-of-life expenses. This is a phone-based role with company-provided leads, where you will guide clients through their options with compassion, clarity, and expertise. The ideal candidate can build trust quickly, handle sensitive conversations skillfully, and consistently convert leads into issued policies while complying with regulatory standards.
What You'll Do: - Serve as a trusted advisor to clients navigating final-expense life insurance options, helping them make confident, informed decisions - Conduct needs assessments via phone to understand coverage goals, budget, and health profile - Educate clients on final-expense whole life products, policy features, underwriting tiers, and coverage amounts - Match clients with suitable carriers and products based on their situation - Guide clients through the application and underwriting process with care and accu
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Открытые роли в этой компании — 1 в каталоге JobMatcher.