Life Insurance Specialist
Crocker Financial Group
Posted ago
Crocker Financial Group

Crocker Financial Group, a leading financial services organization, is seeking a motivated and customer-centric Life Insurance Specialist to join our remote team. As a Life Insurance Specialist, you will play a crucial role in providing tailored life insurance solutions to our clients. This is an exciting opportunity for a dynamic and proactive individual who is passionate about helping individuals and families secure their financial futures.


  • Conduct comprehensive client needs assessments to determine their life insurance requirements and financial goals.
  • Educate clients on the various types of life insurance policies available, including term life, whole life, and universal life.
  • Customize insurance solutions to meet clients' specific needs, considering factors such as coverage amount, premium affordability, and long-term financial planning.
  • Guide clients through the application process, assisting with paperwork, underwriting requirements, and policy issuance.
  • Develop and maintain strong relationships with clients, providing ongoing support and regular policy reviews.
  • Stay up-to-date on industry trends, product offerings, and regulatory changes related to life insurance.
  • Collaborate with cross-functional teams, including underwriters and customer service representatives, to ensure a seamless customer experience.
  • Meet or exceed sales targets and key performance indicators, demonstrating a results-driven approach.
  • Maintain accurate and organized client records using CRM software or other relevant systems.


  • Proven experience as a Life Insurance Specialist, Life Insurance Agent, or similar role.
  • In-depth knowledge of life insurance products, including term life, whole life, and universal life.
  • Active life insurance license for the relevant state(s) or a willingness to obtain required licenses.
  • Strong sales and customer service skills, with the ability to build rapport and establish trust with clients.
  • Excellent communication and interpersonal skills, with the ability to explain complex insurance concepts in a clear and understandable manner.
  • Self-motivated and proactive, with the ability to work independently and remotely.
  • Proficient in using insurance quoting systems, CRM software, and other relevant technology tools.
  • Availability for occasional travel or virtual meetings, as needed.

$118,500 - $123,500 yearly
About Crocker Financial Group

Join our team at Crocker Financial Group and play a pivotal role in ensuring the success and satisfaction of our valued customers. Apply now and become part of a dynamic organization committed to customer engagement and excellence.

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