Bring Order to the Sales Process and Help Clients Say Yes With Confidence
A smooth experience can be the deciding factor when someone chooses how to protect their family. Our Virtual Account Coordinators make every step feel easy, from the first scheduled call to the moment a policy arrives, and they also educate clients and close sales themselves.
You will keep each client journey on track while you teach, recommend, and sell, giving every household a clear view of customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. It is the perfect role for someone who loves structure and people in equal measure.
How You Will Spend Your Week
Reviewing online requests and booking virtual meetings with interested clients
Preparing a short pre-meeting summary so each conversation starts focused
Explaining coverage types with screen-shared visuals that make ideas concrete
Recommending a plan and helping clients feel sure about their decision
Tracking applications, outstanding requirements, and carrier updates
Scheduling policy delivery calls and future review dates
What We Bring to the Table
Entrepreneur Magazine has described our organization as a great place to grow
Six years of placement on the Inc. 5000 list of fast-growing firms
Online lessons that cover workflow, products, and the art of client updates
A mentor ready to help you sharpen both organization and presentation skills
Bonus opportunities tied to results, plus incentive trips worth working toward
Prospects who requested contact, so cold calling is never part of your role
Signs You Are a Natural Coordinator
You love a clean calendar and a finished checklist
You notice small details others miss
You write clear, friendly updates that put people at ease
You enjoy helping someone move from uncertainty to a decision
Coordinator Perks
Design the weekly hours that match your best working rhythm
Shared templates that make communication fast and consistent
Your own life insurance coverage, with healthcare exchange choices spanning vision, medical, and dental
A Virtual Coordinator's Toolkit
Your setup will include a cloud-based client management system, a scheduling link clients can use to book themselves, e-signature software for applications, and a video platform for consultations. Together, these tools let you run a professional operation from a single laptop. Our onboarding team will walk you through each one so you feel comfortable from the start.
Why Clients Value Coordination
People often abandon financial decisions when the process feels confusing. When you send a quick recap after each meeting, set clear expectations for underwriting, and celebrate with clients when their policy is approved, you remove that friction. Clients notice, and they remember you when friends ask for a recommendation.
Room to Advance
Coordinators who combine organization with strong sales results often step into executive roles or lead process improvements across the team. We will help you build toward whichever direction excites you.
Earnings Structure
Coordinators earn on a commission-based plan, with income that rises as more clients complete their plans. You can coordinate fully remote, on a timetable of your own making.
Apply to Coordinate With Us
Submit your application and describe one process you organized that made life easier for others. We enjoy hearing those stories.
![]()
