Virtual Account Executive

Present Like a Pro, Close Like an Advisor, All Through a Screen

A great virtual presentation can make a complex financial decision feel simple. Our Virtual Account Executives are skilled at exactly that. They lead polished video consultations, turn illustrations into stories clients can relate to, and close business that protects families for decades.

As an executive, you will educate clients on their options, design a recommendation around their goals, and sell it with confidence and care, presenting customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. Prospects come to you through requests they submitted themselves, so meetings start with genuine interest.

What You Will Own
Your consultation calendar, from the first video meeting through policy delivery
Fact-finding conversations that reveal income needs, debts, and long-range plans
Screen-shared walkthroughs showing how IUL values might grow under different index scenarios
Annuity comparisons for clients who want retirement income they cannot outlive
Proposal presentations, thoughtful objection handling, and the final close
Long-term account care, including annual reviews and updates after life events

Reasons Executives Join Our Team
Entrepreneur Magazine featured the culture our executives help shape
Six years of steady growth, each one marked by an Inc. 5000 listing
Online training that includes advanced virtual presentation workshops
Mentorship from executives who have mastered the video consultation
Production bonuses and incentive trips for those who lead the rankings
Warm, request-based leads that keep cold calling out of your week

Executives Who Excel Virtually
Bring presence and polish to every video call
Structure meetings so clients always know what comes next
Own their numbers and adjust quickly
Value long-term trust above one quick sale

Executive Perks
Shape a weekly calendar that balances peak productivity with personal time
Access to presentation templates refined by top producers
Healthcare exchange enrollment with vision, dental, and medical plan options, alongside life insurance coverage for you

Presentation Skills That Win Trust
Strong virtual executives follow a clear arc: restate the client's goals, show the recommendation, explain why it fits, and invite questions. They keep slides simple, pause often, and check for understanding. Clients leave feeling informed rather than sold, which makes them comfortable moving forward and confident recommending you to others.

Your Growth as an Executive
Many executives start by mastering individual and family cases, then expand into business owner planning and more complex retirement strategies. Some move into leadership, coaching others on the techniques that worked for them. Your path is shaped by your goals and results, and you will have regular planning conversations with a mentor to keep it on track. Those check-ins cover what is working, what to refine, and which skills to build next.

Why the Work Matters
Every policy you place is a promise kept to a family. Helping someone protect their children's future or retire with dignity is work that leaves a mark long after the meeting ends.

Compensation
Virtual account executives are paid through commission-based earnings that reflect the value you deliver. You will operate fully remote and choose your own schedule.

Step Into the Role
Apply now and tell us about a presentation you are proud of, whether at work, school, or anywhere else.