Life Insurance Agent

Life Insurance Sales AdvisorAbout Shield & Shelter Group
Shield & Shelter Group is a growing life insurance agency focused on helping individuals and families protect what matters most and build a more secure financial future through personalized insurance solutions.
Our goal is to make life insurance simple, understandable, and accessible by providing clear guidance, dependable service, and coverage options tailored to each client's needs, goals, and budget.
We value professionalism, ethical sales practices, strong client relationships, and continuous growth. Our agents have the opportunity to build rewarding careers in the insurance industry while making a meaningful difference in the lives of the individuals and families they serve.
Role Description
Shield & Shelter Group is seeking motivated and client-focused Life Insurance Sales Advisors to help individuals and families evaluate their financial protection needs and identify appropriate life insurance solutions.
In this role, you will work directly with prospective and existing clients through phone, video, and other approved communication channels. You will conduct needs-based consultations, explain coverage options, assist clients throughout the application process, and maintain relationships through ongoing follow-up and policy service.
The ideal candidate is professional, self-motivated, comfortable discussing financial protection needs, and able to explain insurance products in a clear, approachable, and client-centered manner.
Responsibilities
Conduct consultations with individuals and families to identify their life insurance and financial protection needs.
Educate clients about available life insurance products, coverage options, and policy features.
Recommend appropriate insurance solutions based on each client's goals, financial situation, and budget.
Follow up with prospective clients and maintain an organized sales pipeline.
Prospect for and qualify potential clients through leads, referrals, networking, and other approved sources.
Assist clients throughout the insurance application and underwriting process.
Maintain accurate client records, application information, and follow-up documentation.
Build long-term relationships with clients through responsive, reliable, and professional service.
Stay informed about insurance products, carrier guidelines, compliance requirements, and industry regulations.
Collaborate with agency leadership and other team members to provide a positive and consistent client experience.
Work toward individual sales and production goals while maintaining ethical, compliant, and client-centered sales practices.
Qualifications
Active state Life Insurance Producer License or willingness to obtain the required license before conducting insurance sales.
Strong communication and interpersonal skills.
Ability to explain insurance products and financial protection concepts clearly and professionally.
Strong customer service and relationship-building abilities.
Self-motivated with the ability to manage appointments, leads, follow-ups, and daily activities independently.
Comfortable conducting consultations over the phone and through video conferencing platforms.
Basic computer skills and the ability to work with CRM systems, communication platforms, and digital insurance applications.
Strong organizational skills and attention to detail.
Previous experience in insurance, financial services, customer service, or sales is preferred but not required.
Willingness to learn insurance products, sales processes, underwriting guidelines, and applicable regulations.
What We Look For
At Shield & Shelter Group, we are looking for individuals who want to grow within the insurance industry and who genuinely enjoy helping people make informed decisions about protecting their families and financial futures.
Successful candidates should be coachable, dependable, goal-oriented, ethical, and comfortable building relationships with new clients. We value individuals who take initiative, communicate professionally, and are committed to providing clients with a positive and trustworthy experience.

Work arrangement
No