Account Representative (Remote)

Help Families Protect What Matters, From Anywhere You Choose

Some people are natural explainers. They can take a complicated topic, break it into simple pieces, and leave someone feeling clearer and more confident. If that sounds like you, our Remote Account Representative role may be the right next move.

Each day you will connect with people who asked for guidance, learn what they are trying to accomplish, and help them choose coverage that fits. Your job is to educate, recommend, and sell, guiding every client through customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. There is no commute and no fixed shift. You decide when the workday begins and ends.

What a Representative Does Here

Reach out to warm leads who have already requested information, so there is no cold calling

Ask thoughtful questions about family, income, debts, and retirement plans

Explain in plain language how life insurance, IUL, and annuities each work and when each makes sense

Recommend a plan, answer objections respectfully, and complete the sale

Walk clients through applications and keep them updated until the policy is approved

Check in after approval so clients always know who to call

Why Representatives Choose Us

We have appeared in Entrepreneur Magazine and on the Inc. 5000 list six years running, which gives you a stable, growing place to build a career

New team members get structured online training and a mentor who knows the business

Performance-based bonuses and incentive trips celebrate the people who put in the work

You choose your hours, your workspace, and the pace of your week

You Will Fit Right In If You Are

Patient and genuinely curious about people

Comfortable on phone and video calls

Organized enough to manage your own pipeline without someone checking in

Motivated by helping others reach financial peace of mind

A Few More Things We Offer

High-quality leads so your energy goes into conversations, not chasing

Regular coaching sessions to sharpen your skills

Health coverage access for you, too: life insurance plus healthcare exchange options for medical, dental, and vision

A Day in the Role

A typical day might start with reviewing new requests and confirming appointments. Around lunchtime you might hold a couple of video meetings, then spend the afternoon returning calls and updating client files. Some representatives prefer evening appointments when families are home; others keep a daytime routine. Both work, because the schedule is yours.

What Clients Gain From Working With You

Many of the people you speak with have put off planning because the options felt confusing. By the end of a consultation with you, they understand what each policy does, what it costs, and how it fits their goals. A parent leaves knowing their children would be cared for. A couple nearing retirement sees how an annuity could create dependable income. That clarity is the real product you deliver, and it is why satisfied clients so often send friends and relatives your way.

Growing With Us

Representatives who stay consistent build a base of loyal clients and referrals over time. Many go on to take larger accounts, mentor newcomers, or move into leadership roles as our team expands.

Compensation

Pay for this role is commission-based, which means your income grows with every client you help. Combine that with unlimited earning potential, fully remote work, and hours you choose, and you have a role that rewards effort directly.

Apply Today

If you are ready to build a meaningful, flexible career helping people secure their futures, send us your application. We would love to hear from you.