Remote Life Insurance Solutions Specialist

Integrityfex; Fort Worth (TX); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Onboarding and training

Mentorship

Access to multiple carriers

CRM and sales tools

Professional growth opportunities

Team-oriented culture

Job summary

Integrityfex is seeking a Sales Account Executive to connect with prospective clients interested in life insurance solutions. You will educate clients, assess needs, present coverage options, and guide them through the application process in a remote, performance-based contractor role.

You will conduct phone and video consultations, maintain CRM records, and stay compliant with licensing requirements while enjoying a flexible schedule and ongoing mentorship.

Qualifications

• Excellent communication and interpersonal skills.
• Independent work ethic with ability to work remotely.
• 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

Communication skills

Independent worker

Phone/video selling

Time management

Sales experience helpful

Education

Life & Health Insurance License preferred

Tools

CRM software

Job description

Integrityfex is seeking a Sales Account Executive to connect with prospective clients interested in life insurance solutions. You will educate clients, assess needs, present coverage options, and guide them through the application process in a remote, performance-based contractor role.

You will conduct phone and video consultations, maintain CRM records, and stay compliant with licensing requirements while enjoying a flexible schedule and ongoing mentorship.