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Everstead Financial ↗ Verified company
Hiring company

Entry Level Account Representative

📍 North Carolina, United States 💼 Remote ⏰ Full Time 🏷️ Sales

Work mode: Remote (for candidates in United States) · Location: North Carolina, United States · Schedule: Full Time.

Application Deadline
📅 Feb 8, 2027
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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.

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About the Company

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