Note: The job is a remote job and is open to candidates in USA. The Cornerstone Group is a rapidly growing independent marketing organization in the insurance and financial protection space. As a Sales Executive, you will be responsible for sourcing, developing, and closing sales of insurance products to middle-income clients, leveraging provided leads and resources to build your own business.
Responsibilities
- Prospect new clients via direct outreach, referrals, networking, lead systems (e.g. direct mail responders), etc
- Understand and represent the full product suite: final expense, term life, return-of-premium, annuities, indexed universal life, mortgage protection, income protection, etc
- Meet with clients virtually or in-person to assess their needs, explain product options, recommend solutions, handle objections, and close sales
- Maintain proper licensing and compliance as required by state and federal insurance/Government regulation
- Use company provided tools, technology, and lead systems to manage pipeline, generate quotes, document client interactions, and track performance
- Participate in ongoing training, coaching, and performance improvement programs. Attend meetings, seminars, or events as needed
- Meet or exceed sales targets / performance metrics (e.g. quotas, revenue, number of policies sold)
- Maintain professional standards, client confidentiality, and ethical behavior at all times
Skills
- Valid insurance license(s) required (or willingness to obtain) in the states where you will sell
- Strong interpersonal skills: ability to build rapport, communicate complex ideas simply, listen well, follow up persistently
- Self-motivated, disciplined; ability to manage time, leads, and pipeline independently
- Goal-oriented mindset with ability to track metrics and drive to achieve them
- Comfort with virtual sales tools and platforms (phone, video calls, digital quoting) as well as traditional sales methods
- Ability to adapt to changing regulatory and market conditions
- Previous experience in insurance sales, financial services, or similar consultative/commission-based sales roles
Benefits
- Comprehensive training, including virtual and in-person options.
- Access to a variety of carriers and product offerings to suit diverse client needs.
- Lead generation support (e.g. direct mail responder leads) so you can focus on selling.
- Technology tools / quote systems to help with efficiency.
- Pathway for growth: top performers may have opportunity for leadership roles, building teams or agencies.
Company Overview