Sales Account Executive

Integrityfex; Town of Texas (WI); Remote; USD 60,000 - 100,000; Part time

Benefits offered by this job

Remote work

Flexible schedule

Onboarding & training

Mentorship

Carrier access

CRM & marketing tools

Growth opportunities

Team culture

Job summary

Integrityfex is seeking a Sales Account Executive to educate prospective clients on life insurance options and guide them through the application process. This is a remote, independent contractor role with flexible scheduling, ideal for self-motivated professionals seeking growth in a expanding industry.

You will conduct phone and virtual consultations, assess client needs, and present suitable coverage. Training and mentorship are provided alongside access to multiple carriers.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently and manage time effectively.
• Comfortable speaking with clients by phone and video.
• Organized with strong time-management skills.
• Active Life & Health Insurance License preferred or willing to obtain.
• Sales or customer service experience is helpful but not required.

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

Independent work

Phone/Video outreach

Time management

Sales experience

License (Life & Health)

Education

Life & Health Insurance License

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.