Life Insurance Agent
Job Summary
Job Description
Entrata is seeking a Life Insurance Agent to join their growing Insurance division in Lehi, Utah. The role involves recommending life insurance products, conducting needs analyses, and building client relationships. Responsibilities include educating clients, conducting sales, and providing support. The ideal candidate has strong communication and sales skills, and a Resident Life Insurance Producer License. The role requires meeting sales targets and maintaining knowledge of industry regulations. Entrata offers a flexible and transparent culture. They are focused on creating a diverse and inclusive team. Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination.
Must have:
- Resident Life Insurance Producer License
- Proven sales record in life insurance
- Strong interpersonal and sales skills
- Excellent communication, both written and verbal
- Detail-oriented with strong organizational skills
- Comfortable with software platforms and CRM systems
Good to have:
- Bachelor’s degree in business or finance
- 2+ years of experience in life insurance sales
- Knowledge of underwriting processes
- Bilingual in English and Spanish
- Experience in a virtual or call center environment
Perks:
- Flexible and transparent culture with remote and hybrid options
- Comprehensive medical, dental, and vision coverage
- HSA/FSA options and employer-paid disability benefits
- 401(k) or similar retirement plans with employer matching
- Wellness initiatives promoting physical and mental well-being
- Family-centric leave policies
- Opportunities for volunteerism and charity events
- Exclusive cell phone plan and discounts
- Bi-annual swag drops
6 skills required
Job Details
Since its inception in 2003, driven by visionary college students transforming online rent payment, Entrata has evolved into a global leader serving property owners, managers, and residents. Honored with prestigious awards like the Utah Business Fast 50, Silicon Slopes Hall of Fame - Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans rent payments, insurance, leasing, maintenance, marketing, and communication tools, reshaping property management worldwide.
Our 2200+ global team members embody intelligence and adaptability, engaging actively from top executives to part-time employees. With offices across Utah, Texas, India, Israel, and the Netherlands, Entrata blends startup innovation with established stability, evident in our transparent communication values and executive town halls. Our product isn't just desirable; it's industry essential. At Entrata, we passionately refine living experiences, uphold collective excellence, embrace boldness and resilience, and prioritize different perspectives, endeavoring to craft a better world to live in.
Entrata Software in Lehi, Utah is seeking a driven and compassionate Life Insurance Agent to join our growing Insurance division. In this role, you’ll help individuals and families plan for the future by recommending life insurance products that align with their needs and financial goals. You’ll serve as a trusted advisor to clients, leveraging deep product knowledge and strong relationship-building skills to protect what matters most.
If you are passionate about helping people, have strong communication skills, and thrive in a sales-driven environment, we want to hear from you.
Responsibilities will include
- Educate prospective clients on life insurance products, including term, whole, and universal life coverage.
- Conduct needs analyses to understand clients’ financial situations and recommend appropriate coverage options.
- Build and maintain a pipeline of leads and follow up with potential and existing clients to drive policy sales and renewals.
- Take inbound and outbound calls, leveraging consultative sales techniques to identify cross-sell and upsell opportunities.
- Maintain up-to-date knowledge of life insurance regulations, underwriting requirements, and product offerings.
- Assist clients with application processes, beneficiary updates, and policy maintenance.
- Provide compassionate support in the event of a claim, guiding beneficiaries through the process.
- Stay compliant with licensing requirements and attend ongoing training to remain informed about the industry and emerging trends.
- Accurately document client interactions, policy changes, and sales activities in CRM tools.
- Collaborate with internal support teams to ensure a smooth onboarding and customer service experience.
Minimum Qualifications
- Resident Life Insurance Producer License (may be obtained after offer, but before starting).
- Demonstrated success in selling life insurance or financial protection products.
- Strong interpersonal and consultative selling skills.
- Proven ability to meet or exceed monthly and quarterly sales targets.
- Excellent phone and written communication skills.
- High attention to detail and strong organizational abilities.
- Comfort with software platforms, including Microsoft Office and CRM systems.
- Ability to manage sensitive conversations with empathy and professionalism.
Preferred Qualifications
- Bachelor’s degree in business, finance, or a related field.
- 2+ years of life insurance or financial services sales experience.
- Knowledge of underwriting processes and life product differences (term, whole, universal).
- Bilingual proficiency in English and Spanish.
- Experience working in a virtual or call center–based environment.
Benefits:
Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.
Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
HSA/FSA options and employer-paid disability benefits provided for eligible employees.
Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.
Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs.
Family-centric leave policies supporting new parents during significant life events.
Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.
Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
Bi-annual swag drops for employees
Currently, Entrata hires in Arizona, Idaho, Nevada, Utah, Wyoming, Texas, North Carolina, Florida, Georgia, South Carolina, Ohio, Pennsylvania, Illinois, and Tennessee for Exempt roles and Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, and Florida for Non-Exempt roles. If you choose to apply and do not live in one of these states, your application may be reviewed on a case-by-case basis and salary ranges will be provided if required by state law
But members of the Entrata team aren’t just intelligent and ambitious, they’re the living embodiment of another core Value: “Excellent Alone, Better Together.” Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or any other applicable characteristics protected by law.
It’s a great place to work! Will you join us?
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