Remote Life Insurance Account Executive

Integrityfex; San Diego (CA); A distancia; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work opportunity

Flexible schedule

Comprehensive onboarding and training

Mentorship from leaders

Access to multiple national carriers

CRM, sales tools & marketing resources

Professional growth opportunities

Supportive team culture

Descripción de la vacante

Integrity FEX is seeking a Sales Account Executive to educate prospective clients on life insurance solutions, assess needs, present suitable options, and guide applicants through the process. This remote, independent contractor role offers schedule flexibility and professional development in a growing industry.

You will conduct consultations by phone/video, document client interactions in the CRM, and stay compliant with licensing requirements while building strong client relationships.

Formación

• Excellent communication and interpersonal skills.
• Ability to work independently and manage time effectively.
• Active Life & Health Insurance License preferred, or willingness to obtain one before selling insurance.

Responsabilidades

• Contact prospective clients who have requested information about life insurance.
• Conduct phone and virtual consultations to understand client needs.
• Recommend coverage options based on each client's goals and budget.
• Guide clients through the insurance application process.
• Maintain accurate records using the company's CRM platform.
• Follow all carrier guidelines, licensing requirements, and compliance standards.
• Participate in ongoing training, coaching, and team meetings.
• Build strong relationships by providing excellent customer service.

Conocimientos

Communication

Independence

Phone/Video calls

Time management

Sales experience

Herramientas

CRM

Descripción del empleo

Integrity FEX is seeking a Sales Account Executive to educate prospective clients on life insurance solutions, assess needs, present suitable options, and guide applicants through the process. This remote, independent contractor role offers schedule flexibility and professional development in a growing industry.

You will conduct consultations by phone/video, document client interactions in the CRM, and stay compliant with licensing requirements while building strong client relationships.