Remote Account Representative (Entry Level)
- Engage with warm, pre-qualified leads, no cold calling or prospecting.
- Conduct personalized financial evaluations and present clear, tailored solutions in Life Insurance, Indexed Universal Life (IUL), and Annuities.
- Connect with clients through Zoom, phone consultations, and local in-person appointments when necessary.
- Build and maintain strong client relationships while managing your pipeline using advanced CRM and digital tools.
- Provide guidance that empowers clients to make confident, informed decisions about their financial future.
- Unlimited commission structure, your income grows with your performance.
- Flexible 3-4 day workweek designed to support balance and freedom.
- Remote-first environment with occasional local client meetings.
- Exclusive travel rewards and incentive trips for top achievers.
- Comprehensive training, mentorship, and professional development to help you excel quickly.
- A supportive, positive, and growth-oriented team culture.
- Access to benefit options, including life insurance and healthcare programs.
- A confident communicator with a passion for building meaningful relationships.
- Self-driven, disciplined, and eager to exceed expectations.
- Compassionate and dedicated to helping others achieve financial stability and peace of mind.
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