Lifeline Insurance

Company Description Lifeline Insurance, LLC supports individuals and families in finding personalized life insurance solutions that fit their needs, goals, and budgets. The company offers a wide range of products, including term, whole, final expense, mortgage protection, universal and indexed policies, as well as children’s plans. By comparing offerings from multiple respected carriers, Lifeline Insurance helps clients make informed decisions with clear, unbiased information. The organization emphasizes a no-pressure approach, prioritizing trust, transparency, and long-term client relationships. Team members contribute to a supportive environment focused on financial protection and peace of mind for clients.
Role Description The Life Insurance Agent will work full-time on-site in Tampa, FL, meeting with prospective and existing clients to assess their life insurance needs and financial goals. Day-to-day responsibilities include explaining policy options, preparing personalized quotes, and recommending suitable products from various insurance carriers. The role involves managing the end-to-end sales process, from initial outreach and consultation to application completion and policy issuance, while maintaining accurate client records and documentation. The agent will follow up with clients regularly to review coverage, address questions, and provide ongoing service and support. Collaboration with internal teams, staying current on industry products and regulations, and participating in training and local outreach activities are also key aspects of the role.
Qualifications

• Demonstrated skills in Insurance Sales and Insurance Brokerage, with the ability to match products to client needs.
• Knowledge of Insurance products and basic Finance principles to explain coverage, premiums, and long-term value clearly.
• Strong Customer Service skills, including active listening, empathy, and professional communication.
• State life insurance license (or eligibility to obtain one within a defined timeframe).
• Proven ability to meet sales goals ethically and compliantly.
• Comfort working in an on-site environment, with reliable time management and organization skills.
• Proficiency with CRM tools and basic office software for documentation and follow-up.
• Prior experience in insurance, financial services, or a related field is preferred but not required.