Virtual Account Representative (Applied)

Video Meetings, Real Relationships, Lasting Protection

Picture a client in another state joining your video call from her kitchen table, coffee in hand, ready to finally sort out coverage for her family. By the end of the meeting she has a plan she understands and a representative she trusts. That scene plays out every week for our Virtual Account Representatives.

The virtual format lets you meet people wherever they are. You will educate clients on how each option works, recommend the right fit, and sell it with integrity, presenting customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. Because every client has asked to meet, you can concentrate on helping rather than persuading.

Your Virtual Workload
Reply to online requests and book video consultations at convenient times
Use friendly discovery questions to understand budgets, family needs, and future plans
Share illustrations on screen that show how IUL cash value could build over decades
Walk pre-retirees through annuity options that turn savings into reliable income
Close sales using secure e-signature applications that clients complete in minutes
Keep your account records current and plan regular check-ins with each household

What Comes With the Role
A workplace culture that Entrepreneur Magazine found worth writing about
Six years running as part of the Inc. 5000 group of growing companies
Online courses on virtual presentation skills and core product knowledge
Mentors who have built thriving virtual client bases of their own
Results-based bonuses and incentive trips that celebrate standout performance
Only warm inquiries arrive in your queue, which removes cold calling entirely

You Will Excel Virtually If You
Feel at ease on camera and pick up new apps quickly
Keep yourself on track without a manager down the hall
Build rapport with a smile, a good question, and a good memory
Care about clients long after the sale

Virtual Work Perks
Plan your week around family, fitness, and whatever else matters to you
Online team socials and live coaching sessions
Medical, vision, and dental plans available from a healthcare exchange, as well as a life insurance policy for yourself

Making a Screen Feel Like a Handshake
Video meetings can feel cold if handled poorly. You will learn small but powerful habits: looking into the camera when making an important point, keeping your background tidy, using a client's name, and sending a brief recap afterward. Clients notice these touches and respond with trust.

What Virtual Representatives Love Most
Ask our team and you will hear about the freedom of no commute, the variety of clients from different regions, and the satisfaction of guiding a family through a decision without either party leaving home. Many say they help more people in a week than they ever did in office-based roles.

Room to Advance
Representatives who build consistent results often take on senior accounts, mentor newcomers, or move into leadership. We will help you plan the next step when you are ready.

Compensation Overview
Pay for virtual account representatives is commission-based. You will be fully remote and choose the schedule that suits you.

Join the Virtual Team
Send your application and mention which video platform you feel most comfortable using. Our recruiters will reach out to arrange a short virtual chat.