Entry Level Account Representative
Work mode: Remote (for candidates in United States) · Location: North Carolina, United States · Schedule: Full Time.
Job Description
Your First Step Into a Rewarding Sales Career
Everyone starts somewhere, and we would be glad to be your starting point. We are welcoming Entry Level Account Representatives who have the drive to learn, the warmth to connect with people, and the discipline to work independently from home. Experience is optional; a positive attitude is not.
In this role you will educate people about their financial options and sell plans that protect them, guiding each client through customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. Before any of that, we will train you thoroughly so you feel prepared.
Training Built for Beginners
Online courses you can complete at your own pace, covering the fundamentals of insurance and retirement planning
Live group sessions where experienced representatives walk through real consultations
One-on-one mentorship, so you always have someone to ask
Practice calls with feedback before you meet your first client
Responsibilities Once You Are Ready
Contact clients who requested information, using the warm leads we provide
Listen carefully to understand their family situation and goals
Explain how a life insurance policy works, what makes IUL different, and how annuities can provide retirement income
Present a recommendation that fits the client's needs and budget, then help them enroll
Keep accurate records of every interaction
Stay in touch after the sale to answer questions and review coverage
Why New Representatives Love It Here
Supportive culture recognized by Entrepreneur Magazine
Six straight years on the Inc. 5000 list, giving you room to grow alongside us
Performance-based bonuses and incentive trips to reward progress
Freedom to set your own hours and work from anywhere
People Who Shine Here
Friendly people who enjoy helping others
Learners who take notes, ask questions, and apply feedback
Dependable self-starters who show up for their appointments
Anyone looking for a fresh start in a professional field
Additional Benefits
No cold calling, ever
Ongoing coaching as you advance
Benefit access for you and your household: life insurance and healthcare exchange options for medical, dental, and vision care
What Success Looks Like
Success here is built one conversation at a time. Representatives who follow our training, keep a steady weekly routine, and treat every client with respect tend to see their confidence and results grow month after month.
Why This Work Matters
A surprising number of families have little or no life insurance and no clear plan for retirement. When you sit down with them, even virtually, you help close that gap. You might show a single parent how affordable protection can be, explain to a newly married couple how IUL cash value can grow alongside their careers, or help someone in their fifties understand how an annuity can turn savings into income they cannot outlive. Every client you serve leaves better prepared than when they arrived, and that is a rewarding way to spend your workday.
Room to Advance
As your skills grow, so do your options. Experienced representatives take on more clients, help train new team members, and step into leadership as our organization continues to expand.
Earnings
Compensation is commission-based, and the earning potential is unlimited. You will enjoy a fully remote setup and complete control over your schedule, so how far you go is up to you.
Let's Get You Started
If you are curious, coachable, and ready to begin a new chapter, send in your application. We are excited to meet our next group of representatives.