Sales Rep, Account Executive, Business Development Rep

  • Fidelity Life/eFinancial
  • Chicago, IL, USA
  • Mar 11, 2019
Full time Insurance Sales

Job Description

eFinancial is an award-winning industry leader in online life insurance sales and customer support. We passionately believe we are creating history and pioneering the revolution of our industry. eFinancial is the undisputed online brokerage of choice and today, more consumers than ever before are turning to eFinancial for all their life insurance needs. Being part of the eFinancial team allows you to discover, first hand, how rewarding it is to sell the products and services which make a profound difference in people lives. If you have a passion for helping people and are looking to start a lucrative, new career, then our culture is for you.


  • Successfully graduate to full Account Executive status and complete all licensing requirements
  • Meet and exceed monthly sales goals and performance measurements
  • Establish strong rapport with our clients via the telephone to identify needs and present solutions
  • Present the value of Life Insurance to clients with integrity, professionalism, and knowledge
  • Successfully qualify and pair customers to the right products that meets their need
  • Work with Sales Manager(s) to identify strengths and potential coaching opportunities
  • Work in conjunction with a team designed around gaining full compliance with proper closing procedures
  • Staying up to date and current with evolving products and product knowledge
  • Become a positive and influential presence on your team


  • Proven successful track record of phone based sales preferred
  • Experience operating windows based software within a fast-paced environment
  • Have a motivated and positive work ethic
  • Experience in quickly analyzing and overcoming complex problems
  • Ability to quickly identify and locate information across multiple sources
  • History of success in reaching goals
  • Ability to receive feedback and apply coaching
  • Possess intermediate math skills
  • Bachelor’s degree preferred
  • Must be able to qualify for and complete the insurance state licensing requirements
  • Strong working knowledge of Microsoft Windows and Windows based systems
  • Use of sales/CRM software a plus


eFinancial is an equal opportunity employer and supports a diverse workplace. As an eFinancial employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.



Minimum experience or requirements: See Above in Job Description