Final Expense Sales Agent (ZLHA010625)

Job DescriptionJob Description

Overview

Life and Health Advisor – Life

Job Summary:

The role of the Life and Health Advisor Sales Agent entails handling primarily inbound calls from various marketing campaigns. Agents are responsible for conducting needs-based consultations with customers selling Final Expense Life Insurance and identifying opportunities for ancillary cross-sales.

Supervisory Responsibilities:

This position has no direct supervisory responsibilities.

Essential Duties and Responsibilities:

Communicates effectively with customers providing quotes and information tailored to their needs.

Manages multiple tasks during sales conversations while ensuring accurate data entry

As a sales advisor with SelectQuote you will be delivered real-time warm inbound pre-screened leads.

Comparison shopping - We represent top A-rated carriers which allows agents the ability to provide unbiased recommendations to ensure we offer customers the products that meet their needs.

Skills/Abilities:

Commission driven - Agents who do well here are driven by our uncapped commission

Coachability & humility - You must have an eagerness to learn new information and new selling styles to put it to use once you’re on the phone as well as be open to constructive criticism about how to improve your process

Competitive self-motivated personality - You need to have a drive to overcome customer objections and compete with yourself and other agents to succeed and hit new goals

Positivity - It’s important to be positive in this role and exhibit leadership qualities amongst your peers

Flexibility with business needs - You need to be able to commit to high-volume hours during peak season

Technology skills - We use a proprietary CRM system that requires multiple screens and an ability to manipulate multiple systems and find critical information while maintaining a conversation with the client

Education and Experience:

Minimum of 1 year of sales experience is required; 1 year of telesales experience is preferred

Other examples of relative experience that may be considered are: financial planning retention debt collection debt consolidation business ownership manager of financial P&L

Bachelor’s degree preferred

Certificates/Licenses/Registration

Life Accident & Health resident insurance license. If you’re not already licensed you must become licensed by a given deadline (licensing costs will be reimbursed after successfully completing our training program)

Financial Responsibilities (budget revenue):

This position has no budget responsibility authority and/or level of control.

Physical Requirements:

Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites. The noise level in the work environment is usually moderate.

Prolonged periods of sitting at a desk and working on a computer.

SelectQuote Core Values:

Service: We create positive customer experiences.

Entrepreneurship: We create innovate & take risks.

Leadership: We build & invest in high-performing teams.

Empowerment: We embrace a changing environment.

Courage: We challenge the status quo & drive continuous improvement.

Teamwork: We help support & celebrate each other.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.

Responsibilities

More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.

But what truly sets us apart is our people, and the opportunities to grow your career with SelectQuote are unmatched.

Qualifications

Job Summary:

As a sales advisor with SelectQuote you will be delivered real-time, warm inbound pre-screened leads. Many advisors earn north of six figures in their first year with some quickly reaching over six figures on an annual basis. SelectQuote’s platform offers sophisticated proprietary software to analyze the best product match for the consumer, immediate decision at the point of sale, and complete choice to consumers resulting in average savings to consumers in the hundreds of dollars annually and many savings in the thousands!

The Life & Health Advisor role is accelerating in growth having expanded our “Best in Class” product offerings and footprint nationwide, it’s now become one of SelectQuote’s fastest-growing divisions focusing on selling final expense whole life insurance along

• No requirement to purchase leads or prospect
• High earning potential – Top agents have the potential to make over 6 figures.
• Growth opportunities – We offer leadership development training and we promote from within for those employees seeking career advancement between all three divisions, regardless of tenure
• Full benefits – Including health, life, dental, vision, 401(k) + company match, paid time off, etc. with other ancillary insurance products.

It’s an exciting time to join SelectQuote. We became publicly traded in 2020 with the first 100% virtual IPO (non-biotech) in American history. We’ve also been recognized nationally on the 2022 Top Workplaces USA list and by the Kansas City Business Journal and 2022 Great Places to Work Certified

Interested in Uncapped Commissions?:

• We offer a W-2 base pay plus commissions, which result in a first-year target income of $60,000+.
• This role is best suited for commission-seeking candidates with uncapped commission potential.
• Top agents who are focused on the commission potential can earn well above $100k annually.
• Other performance-based incentives could include monthly sales contests, award trips, and more!

Essential Duties and Responsibilities:

• As a sales advisor with SelectQuote you will be delivered real-time, warm inbound pre-screened leads.

• Comparison shopping - We represent top A-rated carriers which allows agents the ability to provide unbiased recommendations to ensure we offer customers the products that meet their needs.

Skills/Abilities:

• Commission driven - Agents who do well here are driven by our uncapped commission Coachability & humility - You must have an eagerness to learn new information and new selling styles to put it to use once you’re on the phone, as well as be open to constructive criticism about how to improve your process
• Competitive, self-motivated personality - You need to have a drive to overcome customer objections and compete with yourself and other agents to succeed and hit new goals
• Positivity - It’s important to be positive in this role and exhibit leadership qualities amongst your peers.
• Flexibility with business needs - You need to be able to commit to high-volume hours during peak season.
• Technology skills - We use a proprietary CRM system that requires multiple screens and an ability to manipulate multiple systems and find critical information while maintaining a conversation with the client

Education and Experience:

• Minimum of 1 year of sales experience is required; 1 year of telesales experience is preferred
• Must possess an active Life, Accident, & Health resident insurance license.
• Other examples of relative experience that may be considered are: financial planning, retention, debt collection, debt consolidation, business ownership, manager of financial P&L
• High school diploma or the equivalent is required; Bachelor’s degree preferred

Requirements:

• Job stability is required and a track record in career progression is preferred
• Hardwired high-speed internet connection with a minimum download speed of 20mbps and upload speed of 20mbps is required. If you do not currently meet these speeds, you will be required to upgrade
• Prolonged periods of sitting at a desk and working on a computer

SelectQuote Core Values:

Service: We create positive customer experiences.

Entrepreneurship: We create, innovate, & take risks.

Leadership: We build & invest in high-performing teams.

Empowerment: We embrace a changing environment.

Courage: We challenge the status quo & drive continuous improvement.

Teamwork: We help, support, & celebrate each other.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required.

Location: Wilmington, CA, US

Posted Date: 11/1/2024