Life Insurance Agent

Summary

Join Entrata Software in Lehi, Utah as a Life Insurance Agent and contribute to our growing Insurance division. You will play a crucial role in helping individuals and families plan for the future by recommending life insurance products that align with their needs and financial goals. As a trusted advisor, you will leverage your deep product knowledge and strong relationship-building skills to protect what matters most to clients. If you are passionate about helping people, possess strong communication skills, and thrive in a sales-driven environment, we encourage you to apply.

Requirements

• Resident Life Insurance Producer License (may be obtained after offer, but before starting)
• Demonstrated success in selling life insurance or financial protection products
• Strong interpersonal and consultative selling skills
• Proven ability to meet or exceed monthly and quarterly sales targets
• Excellent phone and written communication skills
• High attention to detail and strong organizational abilities
• Comfort with software platforms, including Microsoft Office and CRM systems
• Ability to manage sensitive conversations with empathy and professionalism

Responsibilities

• Educate prospective clients on life insurance products, including term, whole, and universal life coverage
• Conduct needs analyses to understand clients’ financial situations and recommend appropriate coverage options
• Build and maintain a pipeline of leads and follow up with potential and existing clients to drive policy sales and renewals
• Take inbound and outbound calls, leveraging consultative sales techniques to identify cross-sell and upsell opportunities
• Maintain up-to-date knowledge of life insurance regulations, underwriting requirements, and product offerings
• Assist clients with application processes, beneficiary updates, and policy maintenance
• Provide compassionate support in the event of a claim, guiding beneficiaries through the process
• Stay compliant with licensing requirements and attend ongoing training to remain informed about the industry and emerging trends
• Accurately document client interactions, policy changes, and sales activities in CRM tools
• Collaborate with internal support teams to ensure a smooth onboarding and customer service experience

Preferred Qualifications

• Bachelor’s degree in business, finance, or a related field
• 2+ years of life insurance or financial services sales experience
• Knowledge of underwriting processes and life product differences (term, whole, universal)
• Bilingual proficiency in English and Spanish
• Experience working in a virtual or call center–based environment

Benefits

• Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance
• Comprehensive medical, dental, and vision coverage , including fertility benefits, available for eligible employees and their families
• HSA/FSA options and employer-paid disability benefits provided for eligible employees
• Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security
• Wellness initiatives promoting physical and mental well-being , access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs
• Family-centric leave policies supporting new parents during significant life events
• Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community
• Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits
• Bi-annual swag drops for employees