Remote Life Insurance Account Executive

Military, Veterans and Diverse Job Seekers; San Diego (CA); Remote; USD 65,000 - 110,000; Full time

Job summary

Military, Veterans and Diverse Job Seekers is seeking a Life Insurance Account Executive to drive growth by selling life insurance products to individuals and businesses. You will identify prospects, assess client needs, and present tailored coverage options while maintaining strong client relationships.

The role emphasizes remote communication, effective lead generation, and collaboration with cross-functional teams to meet sales goals and ensure client satisfaction.

Qualifications

• Experience in insurance, customer service, or related fields.
• Ability to build rapport with clients and manage relationships.
• Strong negotiation and communication skills for remote work.
• Effective time management and multitasking in a remote environment.
• Attention to detail for policy documentation.
• Familiarity with CRM systems and data-based decisions.

Responsibilities

• Develop understanding of life insurance products and benefits.
• Identify prospects through lead generation and conversion strategies.
• Initiate contact to assess needs and provide suitable solutions.
• Highlight features addressing customer concerns and inquiries.
• Negotiate terms and prepare sales agreements.
• Collaborate across teams to enhance sales opportunities.
• Maintain contact lists and follow up to nurture relationships.
• Present and sell policies to new and existing clients.
• Develop customized plans based on client needs and goals.
• Resolve inquiries and complaints promptly and professionally.
• Expand business reach through networking with industry pros.
• Ensure compliance with insurance standards and regulations.
• Track improvement areas in sales strategies and processes.
• Meet sales goals by tailoring marketing efforts for businesses and individuals.
• Conduct market research to understand audience needs and preferences.
• Review past campaigns to identify success factors and improvements.

Skills

Insurance sales

CRM software

Client relationships

Negotiation

Remote communication

Market research

Job description

Military, Veterans and Diverse Job Seekers is seeking a Life Insurance Account Executive to drive growth by selling life insurance products to individuals and businesses. You will identify prospects, assess client needs, and present tailored coverage options while maintaining strong client relationships.

The role emphasizes remote communication, effective lead generation, and collaboration with cross-functional teams to meet sales goals and ensure client satisfaction.