Conduct inbound life insurance consultations over the phone, perform suitability analyses, match customers with term and permanent products, meet monthly production goals, maintain compliance, and complete company-paid licensing and training.

Lead underwriting for complex individual life insurance applications, assessing medical and financial risk, managing a large caseload, exercising approval authority, supporting sales and distribution partners, providing training, and ensuring accurate, timely decisions to protect mortality results and deliver strong customer experience.