Note: The job is a remote job and is open to candidates in USA. American Income Life Insurance Company provides supplemental insurance benefits to working families through partnerships with labor unions, credit unions, and associations. The Sales Executive promotes insurance products remotely by prospecting leads, consulting with clients, tailoring coverage solutions, managing a sales pipeline, documenting interactions in CRM tools, and meeting sales targets while maintaining ethical and compliant practices.
Responsibilities
- Promoting supplemental insurance products and services to individuals and families, primarily through established relationships with union members, credit union customers, and association partners
- Prospecting and qualifying leads
- Conducting virtual or phone consultations
- Explaining insurance benefits and policy options
- Tailoring solutions to meet clients’ coverage needs
- Managing a personal sales pipeline
- Preparing proposals
- Following up on inquiries
- Ensuring accurate documentation of client interactions in CRM tools
- Sales Executives collaborate with internal teams to stay current on product offerings, underwriting guidelines, and compliance requirements, while consistently meeting or exceeding sales targets
- This role requires a self-directed approach to scheduling, ongoing professional development, and maintaining high standards of customer service and ethical sales practices
Skills
- Demonstrated skills in sales, negotiation, and closing, with a track record of achieving or exceeding targets in insurance or related financial services
- Strong customer service and relationship-building abilities, including active listening, needs-based consulting, and client follow-up
- Effective communication skills, both verbal and written, with the ability to clearly explain complex insurance concepts in accessible terms
- Comfort with remote work tools and technology, including CRM systems, video conferencing platforms, and digital documentation processes
- Proven organizational and time-management skills, with the ability to prioritize leads, manage multiple client accounts, and meet deadlines
- High level of professionalism, integrity, and commitment to regulatory compliance and ethical sales practices
- Applicable state insurance licensing or willingness to obtain it is required
- Previous experience in life, health, or supplemental insurance sales is strongly preferred
- Associate or bachelor's degree in business, finance, marketing, or a related field is beneficial, though equivalent experience will be considered
Benefits
- Remote work arrangement
- Opportunities for growth
Company Overview