Insurance Sales Advisor

Globe Life seeks an Insurance Sales Advisor to help individuals and families secure financial protection through life and supplemental health products. In this performance-driven, team-oriented role, you will prospect and qualify leads, conduct needs-based consultations, present tailored coverage options, and guide clients through the application and underwriting process. You'll maintain accurate records in CRM tools, adhere to ethical and regulatory standards, and meet sales and service goals while receiving training, development, and performance-based rewards.

Responsibilities

• Prospect, qualify, and follow up on leads to build a strong sales pipeline
• Conduct needs-based consultations to assess client insurance and financial protection needs
• Present and explain Globe Life life and supplemental health products and coverage options
• Guide clients through applications, documentation, and underwriting requirements
• Maintain accurate client and sales activity records in CRM systems
• Ensure compliance with state insurance regulations and company policies
• Deliver high-quality, ethical customer service and ongoing policyholder support
• Meet or exceed individual and team sales, retention, and performance targets
• Participate in training, coaching, and professional development programs
• Represent Globe Life in the community to build relationships and generate referrals

Required Skills

• Life insurance product knowledge
• Health insurance product knowledge
• Sales prospecting
• Consultative selling
• CRM software proficiency
• Policy underwriting basics
• Regulatory and compliance knowledge
• Needs analysis and financial assessment
• Presentation and negotiation
• Customer relationship management