Company Snapshot
We are an insurance and financial planning organization trusted with meaningful client relationships. Twice recognized by Entrepreneur Magazine, strongly rated on Glassdoor and Indeed, listed on the Inc. 5000 for six straight years, and covered by Forbes — our reputation rests on how carefully we steward accounts, not how loudly we sell.
At a Glance
In this key-account seat you deepen relationships with high-value households, protect continuity of service, and grow wallet share over time. Compensation is high commission-only and scales with the accounts you retain and expand.
Day-to-Day Account Work
- Relationship stewardship — Stay close to assigned key clients and anticipate their next protection question.
- Portfolio reviews — Revisit goals, life changes, and coverage gaps on a regular cadence.
- Advisory conversations — Present Life Insurance, Indexed Universal Life (IUL), and Annuities to key-account clients with clear explanations tailored to their needs. — Walk key-account clients through Life Insurance, Indexed Universal Life (IUL), and Annuities with the depth their portfolios deserve.
- Virtual service model — Deliver polished phone and video meetings that feel personal, not transactional.
- Expansion proposals — Present upgrades and complementary coverage when the timing is right.
- Advocacy loop — Earn referrals from clients who feel genuinely looked after.
The Account Advantage
Shape a week of roughly 3–4 focused days. Work a warm, pre-qualified flow — never cold lists. Training libraries and live coaching are included. Digital platforms and in-house tech come free. Seasoned leaders mentor account growth tactics.
Training is provided with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours, rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.
If long-term client partnerships excite you more than one-off transactions, apply now and tell us about the accounts you have cared for.