Life Insurance VA – Client Calls & Live Transfers

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: TYPE OF WORK

Any

: SALARY

$4/hr-$7/hr | +$10 Bonus Per Close

: HOURS PER WEEK

40

: DATE UPDATED

Sep 25, 2026

JOB OVERVIEW

We are looking for a motivated Virtual Assistant to join our life insurance team and help us work with existing clients and older policy leads.

The primary responsibility will be calling clients, speaking with them about their existing life insurance policy, helping address any issues or updates, and transferring qualified/interested clients LIVE to our licensed agent and or setting up the policy yourself depending on availability.

You will be provided with a proven process and training to help you confidently handle these conversations.

Responsibilities
Make outbound calls to existing clients and older life insurance leads
Speak with clients about their current policy and reason for the call
Help identify information that may need to be updated or corrected
Build rapport and keep clients engaged on the phone
Follow our provided scripts and sales process
Handle basic questions and objections
Determine when a client is interested and ready to speak with an agent
Live transfer qualified clients directly to our licensed agent
Accurately document call results and client information
Follow up with clients when necessary
Maintain a professional and positive experience for every client
Requirements
Excellent spoken English
Strong communication and people skills
Comfortable making outbound calls
Previous experience in sales, telemarketing, customer service, or call centers preferred
Life insurance experience is a major plus
Comfortable handling objections and having sales conversations
Able to follow a script while still sounding natural
Reliable internet connection
Quiet workspace and quality headset
Consistent attendance and strong work ethic
Comfortable working with U.S. clients
Ideal Candidate

We are looking for someone who is confident, motivated, persuasive, and comfortable on the phone.

You should be able to have a natural conversation with clients, keep them engaged, handle common objections, and recognize opportunities to move the conversation forward.

Experience in life insurance or insurance sales is highly preferred, but we will also consider candidates with strong sales or call-center experience.

We provide the leads, training, scripts, and systems needed to succeed.

Compensation

Competitive hourly pay with opportunities for performance-based bonuses and incentives based on results.

How To Apply

Please include:

Your previous calling or sales experience
Any experience you have in life insurance
Your experience working with U.S. clients
How many hours per week you are available
Your available working hours
Your expected hourly rate
A short voice recording introducing yourself and describing your previous experience

We are looking for someone who can start quickly and become a long-term member of our team.

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Life Insurance VA – Client Calls & Live Transfers

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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