Licensed Life Insurance Closer
Canada19h ago
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Skills
About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Licensed Life Insurance Closer based in Canada.
Join a remote-first insurance sales team where you can help individuals and families protect their financial futures through tailored life insurance solutions. In this role, you will connect with prospective clients who have already expressed interest in life insurance, assess their needs, and recommend suitable coverage options. You will manage the sales process from initial consultation and quoting through application completion and follow-up. With access to provided leads, digital sales tools, and ongoing coaching, you can focus on building client relationships and converting opportunities into successful sales. This independent contractor opportunity offers the flexibility to manage your schedule and develop your sales career from home. With a performance-based compensation structure and uncapped earning potential, your results can directly influence your income.
Accountabilities
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Conduct telephone consultations with prospective clients who have expressed interest in life insurance products.
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Assess clients' financial protection needs, personal circumstances, and coverage objectives to recommend appropriate insurance solutions.
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Present relevant insurance products, explain coverage options, prepare quotes, and guide clients through the application process.
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Manage sales opportunities from initial contact through closing, maintaining consistent follow-up to support conversions and deliver a positive client experience.
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Use CRM systems, digital quoting platforms, online applications, and other sales tools to organize leads, track progress, and maintain accurate client records.
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Provide responsive, professional customer service throughout the sales journey, addressing questions and helping clients understand their available options.
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Maintain compliance with applicable insurance regulations, licensing requirements, company procedures, and professional sales standards.
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Participate in ongoing training, coaching, and mentorship to strengthen product knowledge, improve sales performance, and support continuous professional development.
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Manage your daily activities and sales pipeline independently while maintaining accountability for production targets and client service quality.
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Licensing: Hold a valid life insurance license in a Canadian province where the partner operates. Applicants licensed exclusively in Quebec or Prince Edward Island are not eligible under the stated licensing requirements.
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Sales experience: Previous sales experience is an asset, particularly in life insurance, financial services, insurance advising, or telephone-based sales.
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Communication skills: Demonstrate strong verbal and interpersonal communication skills, with the ability to explain insurance products clearly and build trust with prospective clients.
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Consultative selling: Be comfortable conducting telephone consultations, asking relevant questions, understanding client needs, and recommending suitable coverage solutions.
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Closing ability: Demonstrate confidence in presenting quotes, handling objections, following up with prospects, and guiding clients toward informed purchasing decisions.
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Self-motivation: Be proactive, organized, and capable of working independently in a remote environment while managing your schedule and sales pipeline effectively.
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Technology proficiency: Be comfortable using CRM platforms, digital quoting tools, online application systems, and other technology to manage leads and customer interactions.
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Time management: Maintain consistent follow-up practices, prioritize opportunities effectively, and balance client needs with individual production goals.