Account Manager

MerlinLife; United States; Remote; USD 100,000 - 160,000; Full time

Job summary

A leading life insurance consultancy, MerlinLife, is seeking a dedicated Account Manager to establish partnerships with financial advisors nationwide. This full-time remote role requires a strategic mindset and strong interpersonal skills to enhance client relations. The ideal candidate will thrive in a fast-paced environment, contributing to the firm's mission of providing transparent insurance guidance.

Qualifications

• Strong background in sales and business development.
• Experience in sales operations and delivering exceptional customer service.
• Self-driven and able to thrive in a fully remote environment.

Responsibilities

• Establish and manage partnerships with financial advisors.
• Initiate outreach and negotiate service agreements.
• Maintain relationships with advisory firms.

Skills

Sales

Business Development

Communication

Negotiation

Leadership

Education

Experience in life insurance or financial services

Job description

MerlinLife is an independent life insurance consultancy providing expert guidance to individuals and families across the United States. We help clients understand, evaluate, and optimize their life insurance coverage based on their unique needs and financial goals. As a client-first consultancy, we offer transparent, unbiased advice to ensure every client is empowered to make informed insurance decisions.

Role Description

This is a full-time remote role for an Account Manager at MerlinLife. The Account Manager will be responsible for establishing and managing partnerships with financial advisors across the country. This includes initiating outreach, negotiating service agreements, and maintaining strong, long-term relationships with advisory firms. The ideal candidate will have a strategic mindset, strong interpersonal skills, and a deep understanding of the financial services landscape to help drive advisor referrals and contract acquisition.

Qualifications

• Strong background in sales and business development
• Experience in sales operations and delivering exceptional customer service
• Proven leadership and team management skills
• Excellent communication and negotiation abilities
• Self-driven and able to thrive in a fully remote environment
• Experience in life insurance, insurance consulting, or financial services is preferred

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Technology, Information and Internet

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