Charlotte, North Carolina, United States · Remote Solely
Mid level$56M raised
Description About Connie Health Connie Health is a fast-growing insurance brokerage on a mission to empower older Americans to make confident, worry-free decisions about their coverage. We combine AI-driven technology wi…
Skills: Life insurance sales, Final expense insurance, Phone sales, Needs assessment, Relationship building
Charlotte, North Carolina, United States · On-site
Entry level
About Us Novra Corp was founded with a simple vision: to provide businesses with modern marketing support that is both strategic and practical. In a landscape where attention is limited and competition is constant, we he…
Skills: Communication, Interpersonal skills, Customer engagement, Lead generation, Brand awareness
Charlotte, North Carolina, United States · On-site
Entry level
About Us Novra Corp was founded with a simple vision: to provide businesses with modern marketing support that is both strategic and practical. In a landscape where attention is limited and competition is constant, we he…
Charlotte, North Carolina, United States · On-site
Entry level
About Us Novra Corp was founded with a simple vision: to provide businesses with modern marketing support that is both strategic and practical. In a landscape where attention is limited and competition is constant, we he…
Charlotte, North Carolina, United States · On-site
Entry level
About Us Novra Corp was founded with a simple vision: to provide businesses with modern marketing support that is both strategic and practical. In a landscape where attention is limited and competition is constant, we he…
Skills: Customer support, Verbal communication, Active listening, Problem-solving, Organizational skills
Charlotte, North Carolina, United States · On-site
Entry level
About Us At Harvest Advertising Inc, we believe every brand has a unique story. That's why we start by understanding your business, your goals, and your audience. Our team combines creativity with data-driven strategies …
Skills: Communication, Customer engagement, Lead generation, Sales initiatives, Product promotion
Charlotte, North Carolina, United States · On-site
Entry level
About Us At Harvest Advertising Inc, we believe every brand has a unique story. That's why we start by understanding your business, your goals, and your audience. Our team combines creativity with data-driven strategies …
Skills: Sales, Customer service, Communication, Interpersonal skills, Lead generation
Charlotte, North Carolina, United States · On-site
Entry level
About Us At Harvest Advertising Inc, we believe every brand has a unique story. That's why we start by understanding your business, your goals, and your audience. Our team combines creativity with data-driven strategies …
Charlotte, North Carolina, United States · On-site
Entry level
About Us At Harvest Advertising Inc, we believe every brand has a unique story. That's why we start by understanding your business, your goals, and your audience. Our team combines creativity with data-driven strategies …
Description Benefits of working with Henderson Properties! You receive 80 hours of PTO in your first year of employment and then it increases to 120 hours of PTO after your one year anniversary.We match up to 3% if you e…
Charlotte, North Carolina, United States · On-site
Entry level
JOB FAIR - INVITATION ONLY FARE INSPECTION ASSOCIATES NEEDED - ALL SHIFTS AVAILABLE $24.00 Per Hour (benefits, weekly pay, free uniforms, pay advance) CHARLOTTE AREA TRANSIT SYSTEM (CATS) APPLY TODAY TO GET INVITAITON TO…
Vehicle Acquisition Specialist I (Sales Representative)
Charlotte, North Carolina, United States · On-site
Entry level
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Skills: Sales, Customer engagement, Lead generation, Communication, Negotiation
Charlotte, North Carolina, United States · On-site
$65k–$70k/yr
Mid level
Description At bartaco, food is our passion. But people are our purpose. We invest in our team because our people are at the heart of what we do. We’re committed to creating an atmosphere where team members can learn, de…
Skills: Team leadership, Hospitality management, Operational excellence, Staff training, Coaching
Georgica Pine Clothiers, LLC D/B/A J.McLaughlin
Sales Associate
Charlotte, North Carolina, United States · On-site
$17/hr–$19/hr
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Skills: Customer service, Sales, Clienteling, Product knowledge, Communication
Sr. Software Engineer II - Global Servicing Technology
Charlotte, North Carolina, United States · Hybrid
$123k–$215k/yr
Senior
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Donation Material Handler-Ballantyne Store-Part Time
Charlotte, North Carolina, United States · On-site
Entry level
Description About Us At Goodwill, we do more than just operate thrift stores—we create job opportunities, empower communities, and change lives. Starting at $15/hour with annual raises and bonuses, you’ll also enjoy: Fre…
Fulfillment Associate- Shift 1A (Sunday to Wednesday, Days)
Charlotte, North Carolina, United States · On-site
Entry level
About the role: At Printful, we strive for quality in all we do, and our Production Team plays an important part in achieving that goal. That’s why we’re looking for a detail-oriented Fulfillment Associate to join us. In…
Skills: Printing, Shipping, Packing, Fulfillment, Quality control
Fulfillment Associate- Shift 1B (Thursday to Saturday, Days)
Charlotte, North Carolina, United States · On-site
Entry level
About the role: At Printful, we strive for quality in all we do, and our Production Team plays an important part in achieving that goal. That’s why we’re looking for a detail-oriented Fulfillment Associate to join us. In…
Skills: Printing, Shipping, Packing, Quality control, Attention to detail
Marriott International Hotels, Inc.
Spa Coordinator
Charlotte, North Carolina, United States · On-site
Entry level
POSITION SUMMARY Our Property Administrative Specialists play an important role in a number of vital hotel functions. At our hotels, Property Administrative Specialists work across departments (e.g., Guest Services, Engi…
Benefits: 401(k) matching Bonus based on performance Dental insurance Health insurance Training & development Vision insurance Are you a “people person?” Are you creative, with good communication skills and like helping …
Skills: Sales, Design, Communication skills, Customer service, Relationship building
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Full-time
professional certificate
Base salary plus bonus, Generous vacation policy, Paid holidays, Comprehensive health insurance coverage, 401(k) with company match, Remote work flexibility
Posted 2h ago
~40 hrs/week
Remote in Charlotte, North Carolina, United States
Responsibilities
You will serve as a trusted advisor to seniors and their families, conducting needs assessments and guiding them through final expense life insurance options via phone. You are responsible for managing a pipeline of company-provided leads, meeting sales goals, and accurately documenting all activities in the CRM.
Requirements
Candidates must hold an active Life & Health Insurance License and possess 2–3 years of life insurance sales experience. Strong verbal communication skills and proficiency in using CRM and communication software are essential for this role.
Full job description
Description
About Connie Health Connie Health is a fast-growing insurance brokerage on a mission to empower older Americans to make confident, worry-free decisions about their coverage. We combine AI-driven technology with knowledgeable local experts to help people select the right plans and navigate their benefits with ease. Our culture is mission-driven, collaborative, and innovative — grounded in Relationships First, Data-Driven decision making, and Accountability in delivering unbiased, high-quality guidance to every member we serve.
As we expand our product offerings, we're seeking a Life Insurance Sales Representative to help us serve clients with final expense life insurance solutions.
Role Overview
As a Life Insurance Sales Representative, you will help clients — primarily seniors and their families — secure affordable life insurance coverage designed to ease the financial burden of end-of-life expenses. Working primarily via phone with company-provided leads, you will guide clients through their options with compassion, clarity, and expertise. This role requires someone who can build trust quickly, have sensitive conversations skillfully, and consistently convert leads into issued policies while meeting compliance standards.
What You'll Do
Serve as a trusted advisor to clients navigating final expense life insurance options, helping them make confident, informed decisions
Conduct thorough needs assessments via phone to understand each client's coverage goals, budget, and health profile
Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
Match clients with the most suitable carrier and product based on their unique situation
Guide clients through the application and underwriting process with care, accuracy, and personalized support
Build meaningful relationships through empathetic, solutions-focused conversations — especially with seniors and their families
Work a consistent pipeline of company-provided leads with urgency and professionalism
Consistently meet or exceed individual sales goals while tracking activity and pipeline in the CRM
Stay current on state insurance regulations, carrier guidelines, and compliance requirements
Accurately document all sales and service activities in the CRM system
Collaborate with managers, trainers, and team members to sharpen skills and contribute to team goals
Support additional duties and special projects as needed
Requirements
What You Bring
Active Life & Health Insurance License (required)
2–3 years of life insurance sales experience; final expense experience a strong plus
Demonstrated ability to have empathetic, trust-building conversations with senior clients
Comfort working a phone sales environment with company-provided leads
Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
Excellent verbal communication skills — clear, warm, and consultative
Bilingual a plus
Why Join Connie Health?
Base salary plus bonus — competitive total compensation
Company-provided leads — no cold prospecting required
Generous vacation policy and paid holidays
Comprehensive health insurance coverage
401(k) with company match
A collaborative, mission-driven, and innovative culture
Remote work flexibility and growth opportunities
We are proud to be an Equal Opportunity Employer and are committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
Related keywords
Life InsuranceSales RepresentativeFinal ExpenseInsurance BrokerageLead ConversionUnderwritingCRMSalesforceFive9SlackComplianceConsultative SalesSenior ServicesPolicy ManagementInsurance LicenseRemote Work
Connie Health is a no-cost, unbiased Medicare advisory service dedicated to helping older Americans spend less and get the right Medicare plan for their needs.
Offices: Boston, MA, US
health carehealth insuranceinsurance technologymedicaremedicare insurancemedicare advantageand medicare supplementHealth Care
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