Remote Account Representative (Entry Level)

(New York candidates only) Transform Your Future!

Build a Career with Flexibility, Freedom, and Purpose!

Are you searching for a career that rewards ambition, supports work–life balance, and gives you the freedom to design your lifestyle?

As a Remote Account Representative, you’ll enjoy a flexible 3–4 day work schedule, unlimited earning potential, and exclusive, all-expenses-paid travel incentives.

All while working primarily from the comfort of your home in New York.

We’re looking for motivated, people-oriented professionals who want meaningful work, autonomy, and the opportunity to directly impact individuals and families.

While most interactions are virtual, you’ll also have the chance to meet with clients in person when needed, so being based in the New York area and willing to travel locally on occasion is essential.

What You’ll Do Engage with warm, pre-qualified leads—no cold calling or prospecting.

Conduct personalized financial evaluations and present clear, tailored solutions in Life Insurance, Indexed Universal Life (IUL), and Annuities.

Connect with clients through Zoom, phone consultations, and local in-person appointments when necessary.

Build and maintain strong client relationships while managing your pipeline using advanced CRM and digital tools.

Provide guidance that empowers clients to make confident, informed decisions about their financial future.

Why This Role Stands Out Unlimited commission structure, your income grows with your performance.

Flexible 3-4 day workweek designed to support balance and freedom.

Remote-first environment with occasional local client meetings.

Exclusive travel rewards and incentive trips for top achievers.

Comprehensive training, mentorship, and professional development to help you excel quickly.

A supportive, positive, and growth-oriented team culture.

Access to benefit options, including life insurance and healthcare programs.

Who Thrives Here A confident communicator with a passion for building meaningful relationships.

Self-driven, disciplined, and eager to exceed expectations.

Compassionate and dedicated to helping others achieve financial stability and peace of mind.

Based in New York and open to occasional in-person appointments as needed.

Additional Information This is a 1099 independent contractor position, offering the freedom and flexibility of self-employment combined with the support of an established, reputable organization.

Compensation is commission-based, and there is truly no limit to your earning potential.

Your dedication and performance determine your success—and we’re here to help you reach your highest potential.

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