Virtual Account Associate

Begin a Virtual Sales Career With Mentors in Your Corner

You do not need a finance degree or a sales background to start here. Our Virtual Account Associates learn everything they need through structured online training, then put it to work helping real clients over video, all from home. If you are eager to learn and enjoy people, this is a strong place to start.

Associates educate clients about protecting their loved ones and preparing for retirement, then sell the option that best fits, explaining customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. Thanks to warm leads and consistent coaching, real client experience comes early.

A Snapshot of Associate Work
Contacting people who filled out online requests and arranging video meetings
Asking open questions about family, work, savings, and goals
Using simple screen-shared visuals to explain how coverage and cash value work
Describing in plain words how an annuity can provide income later in life
Recommending a plan and helping clients complete their e-applications
Logging notes and sending friendly follow-ups after each meeting

Why Associates Start Their Careers Here
Entrepreneur Magazine has showcased the way we develop new talent
Our place on the Inc. 5000 has held for six years, so opportunities keep growing
Online lessons, quizzes, and practice sessions that build confidence step by step
A mentor who joins your first virtual meetings and helps you improve afterward
Bonuses earned through performance and incentive trips for reaching milestones
A steady supply of warm leads, so cold calling is never expected

The Associate Profile
Curious and eager to absorb new knowledge
Dependable about schedules and follow-through
Approachable, upbeat, and comfortable on camera
Motivated by helping others reach their goals

Associate Perks
Arrange study time and client meetings around your other commitments
A cohort of fellow associates who learn alongside you
Your choice of exchange healthcare plans for dental, vision, or medical care, together with a personal life insurance option

Your First Ninety Days, Virtually
Month one centers on online modules and practice video calls with teammates. In month two, you will sit in on live consultations and begin leading portions of them. By month three, most associates are running their own appointments with a mentor available for quick questions. Each phase is designed to build skill without overwhelm.

Why Virtual Is a Great Way to Learn
Recorded sessions, shared screens, and instant messaging make it easy to learn from experienced colleagues. You can rewatch a strong presentation, ask a question in the middle of your day, and get feedback quickly. Many associates find they progress faster than they would in a traditional office.

Where Associates Go From Here
With consistent effort, associates often advance into account executive or senior roles. Others find a passion for coaching and help bring the next group of associates up to speed.

How You Earn
Associates are compensated on a commission-based model. You will work fully remote and set your own hours.

Start Learning With Us
Apply today and tell us one skill you hope to master in your first year. We would be glad to help you get there.