Direct Sales Agent
SBLI, Woburn, MA, United States
SBLI is looking to add several experienced life insurance agents to our growing Sales team!
The Direct Sales Agent is a fully-remote, phone-based, licensed insurance professional responsible for selling Term and Whole Life insurance to customers who contact SBLI through marketing channels, our website, or via telephone. This role does
not
involve cold calling — you will work with interested customers to help them find the right coverage for their needs.
At SBLI, the customer is at the heart of everything we do. Our brand is built on trust, care, and the commitment to make life insurance easy and accessible. This role helps ensure these values are reflected in every customer interaction by fostering strong relationships and supporting policyholder satisfaction.
Reports to: National Direct Sales Manager
Key Responsibilities
Conduct needs assessments and recommend suitable life insurance products.
Guide customers through the application process and ensure a smooth purchasing experience.
Follow up on leads, applications, and policies.
Collaborate with Sales Operations, New Business, and Underwriting teams.
Build strong customer relationships and support policyholder satisfaction.
Achieve individual sales targets and contribute to team goals.
Adhere to established sales workflows, compliance guidelines, and operational procedures to ensure consistency and accuracy throughout the sales process.
Maintain organized records and thoroughly document customer interactions, needs, and case details within Salesforce to ensure clear communication and continuity.
Qualifications
Licensing:
Active Life & Health Insurance license required.
Education:
Bachelor’s degree preferred.
Experience:
Proven sales track record; experience with Term and Whole Life products preferred.
Skills
Excellent verbal and written communication skills.
Goal-oriented, self-motivated, and passionate about helping customers.
Ability to learn products, processes, and CRM systems (Salesforce knowledge preferred).
Strong problem-solving and relationship-building abilities.
Strong sales skills.
Ability to work fully remote.
Sponsorship is not available.
About SBLI Since 1907, SBLI has helped millions of people protect what matters most with simple, dependable life insurance. Founded by future Supreme Court Justice Louis Brandeis, our mission has always been to make life insurance accessible, affordable, and rooted in genuine care. SBLI offers a full range of life insurance products through our direct-to-consumer platform and our network of trusted independent distribution partners nationwide.
SBLI offers excellent benefits including paid time off, medical, dental, life, disability, vision, and 401(k) plans. SBLI is rated A by A.M. Best.
SBLI is an Equal Opportunity Employer.
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The Direct Sales Agent is a fully-remote, phone-based, licensed insurance professional responsible for selling Term and Whole Life insurance to customers who contact SBLI through marketing channels, our website, or via telephone. This role does
not
involve cold calling — you will work with interested customers to help them find the right coverage for their needs.
At SBLI, the customer is at the heart of everything we do. Our brand is built on trust, care, and the commitment to make life insurance easy and accessible. This role helps ensure these values are reflected in every customer interaction by fostering strong relationships and supporting policyholder satisfaction.
Reports to: National Direct Sales Manager
Key Responsibilities
Conduct needs assessments and recommend suitable life insurance products.
Guide customers through the application process and ensure a smooth purchasing experience.
Follow up on leads, applications, and policies.
Collaborate with Sales Operations, New Business, and Underwriting teams.
Build strong customer relationships and support policyholder satisfaction.
Achieve individual sales targets and contribute to team goals.
Adhere to established sales workflows, compliance guidelines, and operational procedures to ensure consistency and accuracy throughout the sales process.
Maintain organized records and thoroughly document customer interactions, needs, and case details within Salesforce to ensure clear communication and continuity.
Qualifications
Licensing:
Active Life & Health Insurance license required.
Education:
Bachelor’s degree preferred.
Experience:
Proven sales track record; experience with Term and Whole Life products preferred.
Skills
Excellent verbal and written communication skills.
Goal-oriented, self-motivated, and passionate about helping customers.
Ability to learn products, processes, and CRM systems (Salesforce knowledge preferred).
Strong problem-solving and relationship-building abilities.
Strong sales skills.
Ability to work fully remote.
Sponsorship is not available.
About SBLI Since 1907, SBLI has helped millions of people protect what matters most with simple, dependable life insurance. Founded by future Supreme Court Justice Louis Brandeis, our mission has always been to make life insurance accessible, affordable, and rooted in genuine care. SBLI offers a full range of life insurance products through our direct-to-consumer platform and our network of trusted independent distribution partners nationwide.
SBLI offers excellent benefits including paid time off, medical, dental, life, disability, vision, and 401(k) plans. SBLI is rated A by A.M. Best.
SBLI is an Equal Opportunity Employer.
#J-18808-Ljbffr