Sales Representative

  • Job #

Title: Sales Representative

Reports to: Sales Manager

Location: Arlington, VA

Our client is a nonprofit veteran service organization providing life insurance and annuity products to support military families.

Duties & Responsibilities:

  • Support and promote the sale of our client’s life insurance and annuity plans to existing and prospective members who are requesting information by phone, e-mail, regular mail, in person, or by Marketing leads
  • Oversee the entire sales process from proposal to close; reach or exceed monthly sales goals
  • Exercise discretion and independent judgement with respect to insurance policy counseling to best serve our members and potential members
  • Develop and maintain strong business relationships with current and prospective members
  • Track, prepare and maintain records of sales leads and account status
  • Make 30-50 outbound sales calls to actively make sales & schedule appointments with prospective members
  • Write sales proposals with immediate follow-up with prospective members
  • Effectively communicate our client’s products and services to our prospective members
  • Initiate follow-up contact with prospective policy holders who have not provided an application since their most recent request
  • Educate military personnel and their families on military benefits, as well as the benefits of our client membership and products
  • Maintain a thorough understanding of all software programs, which are required to be used by the team
  • Complete the “Individual Life Insurance” (HS 323) course offered by The American College
  • Comply with all pertinent laws/regulations, all Bylaws and policies established by the Board of Directors, and all written/verbal instructions received from Vice President of Sales
  • Attend mandatory meetings and training programs
  • Other duties as assigned


  • Bachelor’s degree with 3-5 years of Sales experience
  • Previous experience working in life insurance sales environment is preferred.
  • Have strong project management skills with excellent attention to detail and ability to innovatively solve problems.
  • Candidates must have excellent verbal and written communications skills; ability to communicate professionally and courteously.
  • Must be professional, engaging and extremely driven and have a strong passion for sales.
  • Existing CLU or ChFC professional designation is a plus.