Client Account Executive - Remote

Job Type: Full-Time

Location: Remote

Estimated Earnings: $102,000 - $138,000

Benefits: Flexible schedule, Work from home, Professional development assistance

Position Summary

We are hiring a Client Account Executive to join an established remote advisory team. The account executive is responsible for a defined set of client relationships and for the quality and accuracy of the recommendations made to them. This is a full-time position worked remotely during standard business hours.

The role suits an experienced professional who works methodically and documents thoroughly. Consultations arrive scheduled, administrative processing is handled by support staff, and your time is spent in client conversations and case preparation. Compensation is commission based.

Core Responsibilities

• Advise assigned clients on coverage decisions through scheduled consultations
• Analyze each client's circumstances before recommending an approach
• Prepare and submit applications that meet carrier and internal standards
• Track open cases and resolve outstanding requirements promptly
• Conduct periodic reviews and update recommendations as circumstances change
• Meet documentation and quality standards on every file

Qualifications

• Three or more years of professional client-facing or advisory experience
• Sound judgment and comfort discussing detailed information with clients
• Accuracy under a full workload with competing deadlines
• Proficiency with CRM systems, video conferencing, and digital documentation
• A dedicated home workspace suitable for confidential client conversations
• Availability Monday through Friday, standard business hours

What the Company Provides

• A scheduled consultation calendar maintained by the appointment team
• Administrative and processing support for submitted applications
• Onboarding covering products, compliance, and internal systems
• Ongoing professional development and continuing education
• Regular performance reviews with defined quality standards
• Advancement opportunities as positions become available

Pay: $102,700.00 - $138,000.00 per year

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote