Connie Health
Connie Health
Connie Health is a digital link management and engagement platform for organizations that need to create, distribute, and measure connections across online and offline channels. Its tools include URL shortening, branded links, dynamic and customizable QR codes, mobile-optimized landing pages, UTM campaign tracking, integrations, and a public API. The platform supports use cases across marketing, customer service, and developer teams, with applications in sectors including insurance, food and beverage, and consulting.

Remote Life Insurance Sales Representative - South Carolina

Help seniors and their families choose final expense life insurance by assessing their needs, explaining coverage, and guiding applications. Convert Connie Health’s company-provided leads into compliant policies.

Description

  • Advise clients on final expense life insurance options and coverage decisions
  • Assess coverage goals, budgets, and health profiles during phone consultations
  • Explain whole life products, policy features, underwriting tiers, and coverage amounts
  • Recommend suitable carriers and insurance products based on client needs
  • Support applicants throughout the application and underwriting process
  • Develop trusted relationships with seniors and their families
  • Manage a pipeline of company-provided leads
  • Pursue individual sales targets while maintaining accurate CRM pipeline and activity records
  • Monitor state insurance rules, carrier standards, and compliance obligations
  • Record sales and service interactions in the CRM
  • Work closely with managers, trainers, and colleagues
  • Take on additional responsibilities and special projects as required

Requirements

  • An active Life and Health Insurance License is required
  • Two to three years of life insurance sales experience; final expense experience is strongly preferred
  • Ability to build trust through empathetic conversations with senior clients
  • Comfortable conducting phone sales using company-provided leads
  • Strong technical proficiency across multiple systems, including iOS, Salesforce, Five9, and preferably Slack
  • Clear, warm, and consultative verbal communication skills
  • Bilingual ability is an advantage

Benefits

  • Base salary with bonus opportunity and competitive total compensation
  • Company-provided leads, eliminating the need for cold prospecting
  • Generous vacation allowance and paid holidays
  • Comprehensive health insurance
  • 401(k) plan with company matching
  • Collaborative, mission-driven, and innovative workplace culture
  • Remote-work flexibility with opportunities for professional growth

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