Fully Remote Account Representative

Turn Conversations Into Lasting Client Relationships, Fully Online

Great account representatives are part teacher, part problem solver, and part guide. We are looking for people who enjoy all three roles and want to perform them from anywhere with an internet connection.

As a Fully Remote Account Representative, you will educate clients, recommend coverage, and sell plans that protect their futures, guiding each person through customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. You will never report to an office or cover a shift.

Reasons People Love This Role

A respected culture highlighted in Entrepreneur Magazine

A growing organization with six straight years on the Inc. 5000

Clear online training paired with a hands-on mentor

Performance-based bonuses and incentive trips that make hard work feel rewarded

The ability to build your own schedule week by week

Your Responsibilities

Connect with clients who requested information through our warm lead system

Learn about their financial picture through friendly, structured questions

Break down how term coverage, IUL, and annuities differ and when each one fits

Present a recommendation, answer concerns honestly, and help clients enroll

Maintain organized records and set reminders for follow-up

Check in with existing clients to review coverage as life changes

Who We Want on the Team

Clear communicators who can simplify complex topics

Self-managers who stay productive at home

Empathetic listeners who make clients feel heard

Goal setters who track their own progress

Perks and Support

No cold calling, ever

Ongoing coaching calls and a library of training resources

Teammates who share what works and cheer each other on

Peace of mind for you: a life insurance option along with healthcare exchange options covering vision, medical, and dental care

Your First Ninety Days

Expect a focus on learning in the first few weeks, followed by your first client meetings with a mentor nearby for support. By the end of your first quarter, most representatives have a steady rhythm of appointments and a growing list of clients who know them by name.

Why the Work Is Worth It

A single conversation can change a family's financial future. When you help a parent secure coverage or show a retiree how to create dependable income, you leave a lasting mark. Few remote jobs offer that kind of purpose.

Tools That Keep You Organized

A simple online dashboard holds your leads, your calendar, and your reminders, so a client's full story is always at your fingertips. During meetings, screen sharing lets clients watch a policy design come together in real time. Templates for proposals and follow-up messages save time, and a shared training library means answers to common questions are always a few clicks away. With the right tools and a little structure, staying on top of a growing client list becomes second nature.

How Compensation Works

Compensation is commission-based and comes with unlimited potential to grow your earnings, plus fully remote work and working hours of your choosing. You decide how much time to invest, and your income grows as your client base does.

Apply Now

If you are ready for a flexible role with real meaning, send us your application. We look forward to hearing from you.