Sales Account Executive

Integrityfex; Milwaukee (WI); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Onboarding & training

Mentorship

Carrier access

CRM tools

Career growth

Team culture

Job summary

Integrity FEX is seeking a Sales Account Executive to educate prospective clients about life insurance, assess needs, present options, and guide the application process. This is a remote, performance-based independent contractor role offering schedule flexibility and professional development in a growing industry.

Responsibilities include contacting prospects, conducting consultations, recommending options, and maintaining CRM records while complying with licensing requirements.

Qualifications

• Excellent communication and interpersonal skills.
• Independent worker with a strong work ethic.
• 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 client goals and budget.
• Guide clients through the insurance application process.
• Maintain records using the CRM platform.
• Follow carrier licensing, compliance guidelines, and standards.
• Participate in ongoing training, coaching, and team meetings.
• Build strong relationships by providing excellent customer service.

Skills

Communication

Interpersonal skills

Independence

Phone & video calls

Time management

Sales or customer service

Licensing preferred

Tools

CRM

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.