Final Expense Agent, Telesales (Houston, TX)
Overview
You will sell final expense insurance to seniors aged 50-85 in the Houston area, representing top carriers like Americo, Mutual of Omaha, Transamerica, and Columbian Financial. Your pipeline comes ready-made: exclusive direct mail cards, digital leads, and data leads, so you spend time selling, not prospecting. This role suits a licensed agent with a consistent schedule and full-time or part-time commitment. You will close deals in-home, backed by an honest and established final expense group.
What You'll Do8
- 1Sell final expense policies to seniors in their homes, using exclusive direct mail cards and digital leads to set appointments.
- 2Convert exclusive direct mail cards into sales by following up within 48 hours of receipt.
- 3Manage digital leads from online inquiries, contacting prospects within 24 hours to qualify and schedule visits.
- 4Utilize data leads for targeted outreach in specific zip codes, building your book of business.
- 5Maintain a consistent weekly schedule of client appointments and follow-ups.
- 6Document all sales activity and client interactions in the CRM system.
- 7Represent multiple carriers including Americo, Mutual of Omaha, and Transamerica to match clients with the best coverage.
- 8Meet monthly sales targets for new policies issued and paid.
Requirements7
- 1State Life Insurance license in Texas
- 22+ years of sales experience, ideally in final expense or life insurance
- 3Ability to work full-time or part-time with a consistent schedule
- 4Access to reliable transportation for in-home appointments
- 5Strong interpersonal and closing skills
- 6Proficiency with CRM software and digital lead management
- 7Must pass a background check
Salary Insight
Salary not disclosed in listing
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