Executive Life Associates, Inc. is a trusted provider of life insurance consulting, retirement planning support, and financial services guidance. We help individuals and families secure their financial future through tailored insurance solutions, expert advisory, and exceptional customer care. Our team is dedicated to delivering personalized services that align with each client’s long-term goals.
Position Overview
We are seeking a driven and personable Sales Representative to join our expanding team. In this role, you will engage with potential clients, understand their insurance needs, and introduce them to the life insurance and financial protection solutions we offer. This position is ideal for someone motivated by helping others and passionate about building meaningful client relationships.
Key Responsibilities
Prospect, identify, and qualify new leads
Educate potential clients on life insurance options and benefits
Conduct client needs assessments and recommend appropriate products
Present and promote Executive Life Associates, Inc. services
Guide clients through the application and underwriting process
Maintain strong, ongoing relationships with clients
Achieve monthly and quarterly sales goals
Maintain accurate CRM records and prepare sales activity reports
Collaborate with the support team to ensure a smooth client experience
Qualifications
Previous sales experience (insurance or financial services preferred)
Active life insurance license (or willingness to obtain one)
Excellent communication and interpersonal skills
High level of professionalism, integrity, and empathy
Strong organizational and time-management abilities
Ability to work independently and as part of a team
Motivated, goal-oriented, and customer-centric