Remote Life Insurance Solutions Advisor

Integrityfex; Richmond (VA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Onboarding & training

Mentorship

Multiple insurance carriers

CRM & sales tools

Career growth

Team culture

Job summary

Integrityfex is seeking a Sales Account Executive to educate prospective clients on life insurance solutions and guide them through the application process. This is a remote, 1099 independent contractor role with schedule flexibility and ongoing mentorship.

You will connect with interested clients, conduct consultations, and present coverage options aligned to client goals and budget, while maintaining CRM records and complying with licensing requirements.

Qualifications

• Excellent communication and interpersonal skills.
• Strong work ethic with the ability to work independently.
• Comfortable speaking with clients by phone and video.
• Organized with effective time-management skills.
• Sales or customer service experience is helpful but not required.
• Active Life & Health Insurance License preferred, or willingness to obtain one before selling insurance.

Responsibilities

• 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.

Skills

Excellent communication

Independent work

Phone/video talk

Time management

Sales/customer service experience

Life insurance license preferred

Tools

CRM

Job description

Integrityfex is seeking a Sales Account Executive to educate prospective clients on life insurance solutions and guide them through the application process. This is a remote, 1099 independent contractor role with schedule flexibility and ongoing mentorship.

You will connect with interested clients, conduct consultations, and present coverage options aligned to client goals and budget, while maintaining CRM records and complying with licensing requirements.