Life Insurance Agent

Job summary

Connect with prospective and existing clients to explain life insurance options, recommend suitable coverage, prepare quotes, and complete applications. Maintain policy records, follow up on client satisfaction and retention, meet performance goals, and stay current on products and regulatory requirements.

Job details

Company Description AO Globe Life serves working families across the United States and Canada as the largest distribution system of Globe Life, American Income Division. The organization focuses on providing accessible life insurance solutions that help protect families’ financial futures. Team members support a diverse client base with products tailored to a wide range of income levels and needs. AO Globe Life offers growth-oriented roles with training and support designed to help professionals build long-term careers in insurance sales and service. Role Description This full-time remote Life Insurance Agent role focuses on helping individuals and families understand and select appropriate life insurance coverage. Day-to-day responsibilities include connecting with prospective and existing clients, explaining policy options, and recommending solutions based on each client’s financial needs and goals. The agent will prepare and present quotes, complete applications, manage policy documentation, and follow up to ensure client satisfaction and retention. The role also involves maintaining accurate records, meeting performance goals, and staying current on product offerings and regulatory requirements. Collaboration with team members and participation in ongoing training and development are key aspects of the position. Qualifications Strong Insurance Sales and Insurance Brokerage skills to effectively present and secure appropriate life insurance policies. Knowledge of Insurance products and principles, including policy types, benefits, and underwriting basics. Foundational understanding of Finance to discuss budgeting, long-term planning, and how life insurance supports financial security. Excellent Customer Service skills, including active listening, clear communication, and follow-through on client needs. Ability to work independently in a remote environment, manage time effectively, and meet sales and service targets. Comfort with digital tools and CRM systems for virtual consultations, documentation, and client relationship management. Relevant licensing as required by local regulations (or willingness to obtain life insurance licensing within specified timelines). Prior experience in insurance, financial services, or consultative sales is beneficial but not mandatory.

What you’ll do

Connect with prospective and existing clients to explain life insurance options, recommend suitable coverage, prepare quotes, and complete applications. Maintain policy records, follow up on client satisfaction and retention, meet performance goals, and stay current on products and regulatory requirements.

Requirements

Candidates should have insurance sales and brokerage skills, knowledge of life insurance products and underwriting basics, foundational financial knowledge, and strong customer service and communication abilities. They must be able to work independently in a remote setting, use digital tools and CRM systems, and hold or be willing to obtain the required life insurance license; prior related experience is beneficial but not mandatory.

Listed skills

• Financial planning · Preferred
• Customer service · Preferred
• Clear Communication · Preferred
• Client Relationship Management · Preferred
• Time management · Preferred
• CRM Systems · Preferred
• Regulatory Compliance · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance Sales
• Insurance Brokerage
• Life Insurance Products
• Insurance Principles
• Underwriting Basics
• Financial Planning
• Customer Service
• Active Listening
• Clear Communication
• Client Relationship Management
• Consultative Sales
• Time Management
• CRM Systems
• Policy Documentation
• Regulatory Compliance

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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