About the Role:
We are looking for experienced and results-driven Final Expense Verifiers and Closers to join our on-site BPO team. The ideal candidates will have prior experience in final expense life insurance campaigns and possess excellent communication, negotiation, and closing skills. You will play a key role in verifying qualified leads and converting them into successful policy sales while maintaining compliance and professionalism.
Key Responsibilities:
For Final Expense Verifiers (Mid-Level):
- Engage with potential clients over outbound or inbound calls to verify interest and eligibility for final expense insurance plans.
- Confirm client details and gather necessary information to qualify leads for the sales closing team.
- Maintain accurate and complete records of verified leads in the CRM.
- Ensure compliance with company and campaign-specific scripts, guidelines, and quality standards.
- Coordinate with the closing team to ensure smooth lead handover.
- Meet daily and weekly verification targets.
For Closers:
- Conduct final presentations with qualified prospects to close final expense insurance sales.
- Explain policy benefits, coverage options, and pricing clearly and effectively.
- Handle client objections with confidence and professionalism.
- Ensure all sales meet compliance, disclosure, and documentation requirements.
- Follow up with clients as needed to finalize the sale and ensure satisfaction.
- Work collaboratively with verifiers and management to optimize conversion ratios.
Required Qualifications & Skills:
- Minimum 1–2 years of experience in Final Expense Insurance or related BPO sales campaigns (U.S. market preferred).
- Strong verbal communication skills with a neutral or U.S. accent.
- Proven ability to verify, qualify, and close insurance or financial product leads.
- Knowledge of insurance compliance protocols and telesales best practices.
- Goal-oriented, disciplined, and team-focused attitude.
- Basic computer proficiency (CRM systems, Google Sheets, call tools, etc.).
What We Offer:
- Competitive base salary plus attractive commissions and performance incentives.
- On-site professional working environment.
- Regular performance-based bonuses and career growth opportunities.
- Training and support from industry professionals.
Schedule: