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Direct Sales Specialist

BetterLife’s Madison, Wisconsin office has an exciting opportunity for a Direct Sales Specialist to join our Direct-to-Consumer Sales team!

What you’ll do:

As a Direct Sales Specialist, your primary responsibility will be to help individuals secure life insurance by selling policies over the phone. Specifically, you will:

  • Answer incoming calls from prospective members via the leads you receive every day
  • Perform needs assessments to uncover the term life insurance and final expense products that will work best for them
  • Walk the prospective member through the application and payment processes
  • Utilize our systems to initiate and process policies and track prospective and current member information/notes.
  • Make outbound calls to follow up with current and prospective members on a timely basis
  • Partner with our Member Services team to ensure policies are issued timely
  • Help BetterLife’s membership grow by using your talents and experience!

To be successful in the Direct Sales Specialist position, you will need:

  • High school diploma or equivalent. A bachelor’s degree in sales, business, marketing or other relevant degree is preferred.
  • At least 1 year of sales experience
  • Active life insurance license is preferred
  • Strong interpersonal, communication, and customer service skills. Loves discussing our product offerings with customers through inbound/outbound calls.
  • Self-motivated and driven to meet individual and team goals/metrics
  • Positive attitude and a willingness to learn
  • Strong moral character – always acts with honesty and integrity
  • Working knowledge of Microsoft Outlook, Word, and Excel and the ability to learn new systems

 Why you should join our team:

  1. You’ll make a difference. BetterLife is a thriving organization that helps people protect their loved ones from the financial risks associated with dying too soon or living too long through life insurance and annuities. As a nonprofit organization, we are passionate about engaging our members to make a difference in their families, communities and country by never losing sight of our motto, “People helping people in time of need.”
  2. Our organization is growing. National Mutual Benefit and Western Fraternal Life (a similar sized fraternal benefit society located in Cedar Rapids, Iowa) merged on January 1, 2021 to form a new company, BetterLife. BetterLife is headquartered in Madison, Wisconsin and occupies the former National Mutual Benefit office building. BetterLife serves 64,000+ members has $650 million in assets and is licensed to provide life and annuity products in 20 states.
  3. You’ll love the people you work with. We believe in helping people, making a difference, working hard, embracing change, doing the right thing, respecting each other, and having fun.
  4. Competitive compensation and benefits package. Direct Sales Specialists have guaranteed base pay plus the ability to earn more through bonuses. We offer great benefits that include:

 – 401k with company contribution

 – Health, dental & vision insurance

 – Company paid life and disability insurance

 – Paid vacation, sick leave, and holidays

 – Tuition reimbursement