Technical Sales Executive

Lifepro Recruitement; Madison (WI); Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company in financial solutions is seeking a Technical Sales Executive to connect clients with tailored financial products. This fully remote role involves engaging clients, conducting virtual consultations, and exceeding sales targets while receiving comprehensive training and support. Ideal candidates are self-motivated, tech-savvy, and possess strong communication skills.

Benefits

Fully remote work environment

Pre-qualified leads—no cold calling

Licensing support and continuous training

Competitive compensation with uncapped earnings and bonuses

Path to leadership and team-building roles

Qualifications

• Proven experience in technical, consultative, or solution-based sales.
• Strong understanding of financial products or willingness to learn.
• Excellent verbal and written communication skills.

Responsibilities

• Engage with prospects and clients to identify needs and present product solutions.
• Conduct virtual consultations via phone or Zoom.
• Meet or exceed monthly sales targets while providing exceptional customer service.

Skills

Communication

Strategic Thinking

Relationship Building

Technical Sales

Job description

Madison, United States | Posted on 05/23/2025

As a Technical Sales Executive, you'll be the bridge between complex financial solutions and the clients who need them. You'll lead sales conversations, educate clients on product benefits, and offer solutions that align with their needs. Your role is both consultative and results-driven—ideal for someone who understands the power of clear communication, strategic thinking, and relationship-focused sales.

Key Responsibilities

Engage with prospects and clients to identify needs and present appropriate product solutions (e.g., Indexed Universal Life, Annuities, Term Life)

Translate financial product features into real-world benefits using simple, relatable language

Conduct virtual consultations via phone or Zoom

Collaborate with internal teams to stay current on products, market changes, and client feedback

Maintain accurate records in our CRM and track all sales activity and follow-ups

Meet or exceed monthly sales targets while providing exceptional customer service

Requirements

Requirements

Proven experience in technical, consultative, or solution-based sales

Strong understanding of financial products or willingness to learn (life insurance, IULs, annuities, etc.)

Excellent verbal and written communication skills

Tech-savvy, with the ability to conduct presentations and use virtual tools confidently

Must be self-motivated, coachable, and goal-oriented

Life insurance license preferred (or willingness to obtain—support provided)

What We Offer

Fully remote work environment

Pre-qualified leads—no cold calling

Licensing support and continuous training

Competitive compensation with uncapped earnings and bonuses

Path to leadership and team-building roles