Remote Sales Coordinator

Organize the Process, Educate the Client, Close the Sale

Clients want two things when they make a financial decision: clear guidance and a process that feels organized. Our Remote Sales Coordinators provide both. You will keep each client moving smoothly from first call to approved policy, and you will educate and sell along the way.

Your days combine coordination with real sales work: teaching clients how protection and retirement products function, recommending a fit, and closing the sale as you present customized solutions in life insurance, Indexed Universal Life (IUL), and annuities.

Coordinator Tasks

Confirm upcoming consultations and send clients a short agenda in advance

Gather documents and background information before each meeting

Explain product differences with simple visuals and examples

Present recommendations and help clients reach a decision they feel good about

Submit applications, monitor requirements, and update clients on status

Arrange policy delivery calls and calendar the first annual review

What You Get From Us

Our culture appeared in Entrepreneur Magazine as an example of doing things right

We have been an Inc. 5000 honoree for six consecutive years

Online training on our systems, sales process, and core products

A mentor who helps you tighten both workflow and presentations

Bonuses keyed to your results and incentive trips that reward steady progress

Only warm leads, meaning you will not spend time on cold outreach

You Are Likely a Great Coordinator If You

Feel satisfied when every task on your list is checked off

Write clear, friendly messages that clients appreciate

Can keep a dozen moving pieces straight without stress

Enjoy explaining things and helping people decide

Additional Perks

Assemble your own weekly hours and adjust them as needed

Templates and checklists that make the process easier

A quarterly workflow review with your mentor to streamline your process

Optional healthcare exchange plans for medical, vision, or dental needs, plus access to life insurance for yourself

The Coordinator Advantage

Many sales roles lose clients in the gaps between conversations. Coordinators prevent that. When clients receive a prompt summary after each meeting, a reminder before the next one, and an update whenever something changes, they feel cared for and stay engaged. That reliability directly improves results.

From Inquiry to Issued Policy

A typical journey runs from an introductory call to a full consultation, then an application, a brief underwriting period, and finally policy delivery. Each step has clear tasks, and you will learn to manage them efficiently for many clients at once. Seeing a client reach the finish line with confidence is deeply satisfying.

Where Coordinators Go Next

Coordinators who excel often move into executive roles, lead process improvements, or coach the next wave of new hires. Together with your mentor, you will choose a direction that builds on what you do best.

Compensation

This coordinator role is commission-based. It is fully remote, and you set your own schedule.

Get Organized With Us

Does keeping things on track while helping families plan ahead sound satisfying? Submit an application and describe the system you rely on to stay organized.