Life Sales Agent
The Life Sales Agent is responsible for selling life insurance policies by conducting comprehensive needs assessments and providing clear policy information to members. This role involves building strong relationships with sales partners, identifying cross-selling opportunities, ensuring regulatory compliance, and delivering exceptional customer service to support business growth and member satisfaction.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Auto Club & Life Insurance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring a Life Sales Agent to sell life insurance products, advise members, and grow insured relationships in Westwood, MO. This is an entry-level to early-career sales role focused on consultative needs assessments, clear policy explanations, and achieving sales and service goals.
- Market and present life insurance policy options to new and existing members in a high-volume, customer-focused environment.
- Conduct comprehensive needs assessments to understand members’ financial goals and risk tolerance.
- Explain policy benefits, coverage details, and costs clearly and accurately; assist members with required paperwork.
- Develop and maintain productive relationships with Property & Casualty partners and other internal teams to generate leads and cross-sell opportunities.
- Follow up promptly with leads and referrals; provide quotes, review existing coverages, and manage ongoing policy servicing.
- Maintain accurate documentation for all sales and service transactions.
- Build and execute an individual business plan with your manager to meet new business and retention targets.
- Ensure compliance with all internal and external life insurance regulations and company policies.
- Coordinate with underwriting and policy services teams to resolve member and policy issues.
Qualifications
- Life Insurance License (or ability to obtain state license within 30 days) — required.
- 1–3 years of sales or insurance sales experience preferred; bachelor’s degree preferred but not required.
- Strong interpersonal and communication skills; customer-service orientation.
- Proficiency with Microsoft Word and Excel.
- Highly motivated, competitive, and persistent sales mindset.
- Valid driver’s license and acceptable DMV record as required by the role.
- Must meet and maintain all state licensing, appointment, and continuing education requirements for selling Life Insurance and related products in the state of Missouri.
Travel Requirements
- Occasional travel for off-site meetings or conferences (approx. 5%).
Compensation & Benefits
Confidential Client offers competitive compensation and a benefits package that may include:
- Medical, dental, and vision coverage
- 401(k) plan with company match and pension
- Tuition assistance and continuing education support
- Paid parental leave, PTO, and floating holidays
- Wellness programs and employee discounts (membership, travel, entertainment, services)
- Additional benefits and perks consistent with Confidential Client policy
Note: A salary estimate was provided for this role in the source listing. Please refer to the posting for current compensation details.
About Our Client
Confidential Client is a large regional auto club and life insurance provider serving members across multiple states. They emphasize service-driven, diverse teams and long-term career development for employees. Confidential Client participates in E-Verify.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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