Sales Account Executive

Integrityfex; Hartselle (AL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Onboarding

Mentorship

Carrier access

CRM tools

Growth opportunities

Job summary

Integrity FEX is seeking a Sales Account Executive to educate prospective clients about life insurance, assess needs, and present suitable options. The role is a remote, performance-based independent contractor opportunity with schedule flexibility and growth potential.

You will engage clients via phone/virtual meetings, guide them through applications, and maintain CRM records while upholding license and compliance standards. Training and mentorship are provided.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with minimal supervision.
• Comfortable engaging clients by phone and video.
• Strong time-management and organizational skills.
• Sales or customer service experience is helpful but not required.
• Active Life & Health Insurance License preferred or willing to obtain.

Responsibilities

• Contact prospective clients who requested information about life insurance.
• Conduct phone and virtual consultations to understand client needs.
• Recommend coverage options based on goals and budget.
• Guide clients through the insurance application process.
• Maintain accurate records using the CRM platform.
• Follow 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 sales

Time management

Sales or customer service experience

License preferred

Tools

CRM software

Job description

Position Summary

As a Sales Account Executive, you will connect with prospective clients who have expressed interest in learning about life insurance solutions. Your role is to educate clients, understand their needs, present appropriate coverage options, and guide them through the application process.

This is a remote, performance-based independent contractor opportunity that offers schedule flexibility and professional development in a growing industry.

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.

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.

What We Offer

• Remote work opportunity.
• Flexible schedule.
• Comprehensive onboarding and training.
• Ongoing mentorship from experienced leaders.
• Access to multiple nationally recognized insurance carriers.
• CRM, sales tools, and marketing resources.
• Professional growth and advancement opportunities based on performance.
• Supportive, team-oriented culture.

Compensation

This position is offered as a 1099 independent contractor opportunity.

Equal Opportunity Employer

Integrity FEX is committed to providing equal opportunity to all qualified applicants and fostering an inclusive, professional workplace.