Guide Clients Through Every Stage of Their Financial Journey
Virtual Account Representatives help clients at key moments: starting a family, buying a home, launching a business, or approaching retirement. You will be there for those moments, providing clarity and support from your home office.
As the client's guide, you will educate, advise, and sell plans that protect what matters most, presenting customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. Warm leads and online meetings make the process smooth for both you and your clients.
Core Responsibilities
Connect with clients who requested information and schedule virtual meetings
Assess needs related to family, income, debts, and retirement
Explain protection, cash value, and income products clearly
Recommend coverage and close sales through electronic applications
Conduct reviews as clients' lives change
Build a growing base of loyal clients
Why Join Us
Coverage in Entrepreneur Magazine that praised our team culture
A spot among Inc. 5000 companies for six years and counting
In-depth online lessons on products, conversations, and systems
Mentors who coach you through real client situations
Bonuses linked to your production and incentive trips for top producers
Requests come from people who want help, so cold calls never happen
Representatives Who Excel
Build relationships that last
Communicate clearly and warmly
Stay organized across many clients
Care about doing what is right
Perks
Set your own hours
Supportive team culture
Healthcare exchange access for dental, medical, or vision coverage, as well as life insurance for you
Five Moments That Matter
A new baby, a new home, a new business, a career change, and retirement planning. At each of these moments, clients need guidance. Representatives who stay in touch become the trusted advisor clients call first. A new baby may mean increasing coverage. A new home may call for mortgage protection. A business launch might require protecting a partner. A career change can affect benefits, and retirement planning often brings annuities into the conversation. Recognizing these needs and reaching out at the right time is a skill you will develop with practice and coaching.
Long-Term Relationships
Clients who feel supported return for reviews, add coverage, and refer friends and family. Over time, these relationships create a stable, growing practice. Representatives who keep simple notes on each family, such as children's ages or a planned retirement date, can reach out with timely, relevant suggestions. Clients appreciate that attention, and it sets you apart from anyone who simply sells a policy and disappears.
A Day in Virtual Account Work
Mornings often begin with a scan of fresh inquiries and a few confirmation messages. Midday brings consultations over video, where you listen, explain, and recommend. Afternoons are for applications, follow-ups, and planning reviews for existing clients. Every day looks a little different, and that variety keeps the work engaging.
Growth Opportunities
Representatives often advance into senior and leadership roles. We support your development at every step.
Compensation
Virtual account representatives earn commission-based income. The role is fully remote with a flexible schedule.
Apply Today
If guiding clients through life's milestones appeals to you, send in your application. Let us know which life moment you think matters most for financial planning and why.
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