Enable job alerts via email!

Technical Sales Executive

Lifepro Recruitement

New York (NY)

Remote

USD 65,000 - 100,000

Full time

Yesterday
Be an early applicant

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

A leading recruitment firm is seeking a Technical Sales Executive to connect clients with complex financial solutions. This fully remote position involves consultative selling, educating clients on products like life insurance and annuities, and collaborating with internal teams for continuous improvement. The ideal candidate will be self-motivated, possess strong communication skills, and thrive in a results-oriented environment.

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

  • Experience in solution-based sales; tech-savvy.
  • Excellent verbal and written communication skills.
  • Goal-oriented and self-motivated personality.

Responsibilities

  • Identify client needs and present product solutions.
  • Conduct virtual consultations and maintain CRM records.
  • Meet or exceed monthly sales targets.

Skills

Communication
Technical Sales
Consultative Selling
Customer Service
Relationship Building

Education

Life Insurance License (preferred)

Job description

Bronx, 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

Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.

Similar jobs

Technical Sales Executive

Lifepro Recruitement

Rockford

Remote

USD 50,000 - 70,000

2 days ago
Be an early applicant

SALES EXECUTIVE

Experiture

New York

Remote

USD 70,000 - 120,000

2 days ago
Be an early applicant

Sales Executive

Syllo

New York

Remote

USD 90,000 - 120,000

2 days ago
Be an early applicant

BMS Construction Sales Executive

Carrier Global Corporation

New York

Remote

USD 74,000 - 131,000

Yesterday
Be an early applicant

Senior Account Executive, Adapt (Amazon Ads Sales)

Amazon

New York

Remote

USD 85,000 - 130,000

Yesterday
Be an early applicant

Outside Sales Executive - Remote

INDI Staffing Services

New York

Remote

USD 90,000 - 200,000

8 days ago

Experienced Technology Sales Executive

iHeartMedia

New York

Remote

USD 60,000 - 75,000

3 days ago
Be an early applicant

Technical Sales Executive

Lifepro Recruitement

Sacramento

Remote

USD 50,000 - 80,000

11 days ago

Technical Sales Executive

Lifepro Recruitement

Mobile

Remote

USD 50,000 - 80,000

13 days ago