Remote Account Executive

We are seeking motivated professionals to support individuals and families who are actively looking for guidance on financial protection solutions. This is a fully remote opportunity built around client interest — you will not be responsible for cold outreach or prospecting.

In this role, you’ll serve as a trusted resource for clients exploring life insurance and related protection products. Your focus will be understanding each client’s situation, presenting appropriate options, and helping them move forward with confidence.

This position rewards consistency, professionalism, and strong client communication.

• Conduct virtual consultations with clients who have requested information
li>Review personal and financial goals to identify suitable protection strategies
• Walk clients through available policy options and next steps
• Support clients during the application and approval process
• Maintain accurate records and follow-up as needed
• Operate independently while collaborating with leadership and support teams

• A life insurance license (we will help you get one)
• Comfortable building rapport in virtual meetings or phone conversations
• Reliable, organized, and able to manage your own schedule

We are building a performance-driven, growth-focused agency that values integrity, results, and long-term relationships. Advisors who demonstrate consistency and leadership are given pathways to increased responsibility and income.