Technical Sales Executive

Lifepro Recruitement; Sacramento (CA); Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company in financial solutions is looking for a Technical Sales Executive who will bridge complex products with client needs. This fully remote role focuses on engaging prospects, providing tailored solutions, and exceeding sales targets, offering a competitive compensation package with uncapped earnings.

Benefits

Fully remote work environment

Pre-qualified leads

Licensing support and continuous training

Competitive compensation with uncapped earnings

Path to leadership and team-building roles

Qualifications

• Proven experience in technical or consultative sales.
• Strong understanding of financial products preferred.
• Excellent verbal and written communication skills.

Responsibilities

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

Skills

Communication

Technical Sales

Client Relationship Management

Education

Life Insurance License (preferred)

Job description

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

1. Engage with prospects and clients to identify needs and present appropriate product solutions (e.g., Indexed Universal Life, Annuities, Term Life)
2. Translate financial product features into real-world benefits using simple, relatable language
3. Conduct virtual consultations via phone or Zoom
4. Collaborate with internal teams to stay current on products, market changes, and client feedback
5. Maintain accurate records in our CRM and track all sales activity and follow-ups
6. Meet or exceed monthly sales targets while providing exceptional customer service

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

Additional Requirements

• 0-1 years of experience in sales and marketing
• Proven track record of meeting and exceeding sales targets
• Strong understanding of B2B sales and CRM
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Passion for building strong client relationships
• Knowledge of insurance products and industry practices