Job Overview
Location
Indiana, USA
Job Type
Full-time
Category
Account Executive
Date Posted
February 5, 2026
Full Job Description
đź“‹ Description
- • Join a dynamic, family-driven agency that is revolutionizing how families protect their future. Backed by a major national carrier and powered by a blend of modern technology, AI-assisted systems, and genuine human connection, we are committed to serving people and leaving them better off than we found them.
- • This is not just a job; it's a transformative career opportunity and a pathway to ownership. You will have the unique chance to build and own your own business, cultivate a valuable book of business, develop leadership skills by potentially leading a team, and significantly scale your income based on your performance and dedication.
- • Forget the traditional grind of cold calls and chasing leads. In this role, you will engage with warm, qualified clients who have proactively requested assistance. This ensures you are always working with individuals who are genuinely interested in the solutions you provide, maximizing your efficiency and effectiveness.
- • Your primary responsibility will be to master our comprehensive systems and product suite, enabling you to deliver exceptional, first-class client experiences. This involves understanding the nuances of our offerings and tailoring them to meet individual client needs.
- • You will be responsible for diligently following up with warm leads and addressing prior client inquiries. The company provides a consistent flow of high-quality leads, allowing you to focus on building relationships and closing business.
- • Conduct virtual client meetings via platforms like Zoom and phone calls. Your role will be to guide clients through the process of securing the financial protections that are crucial for building generational wealth and ensuring long-term security.
- • Effectively manage your client communication and the entire relationship lifecycle, from initial contact through ongoing support and potential future business.
- • Develop a strong personal brand and strategically scale your book of business. As you grow, you will have the opportunity to recruit, train, and lead your own team, further expanding your influence and income potential.
- • Consistently meet and exceed performance goals. Achieving these targets will unlock opportunities for promotions, leadership roles within the agency, and participation in lucrative revenue-share programs.
- • Maintain all necessary licensing, contracting, and compliance requirements for your designated market, ensuring adherence to industry standards and regulations.
- • Participate in weekly virtual training sessions and ongoing leadership development programs designed to enhance your skills, knowledge, and business acumen.
- • This role is ideal for individuals who are driven by the desire to build and own something substantial, rather than simply collecting a paycheck. It requires an entrepreneurial mindset where you are proactive in planning, executing strategies, iterating based on results, and consistently striving for excellence.
- • You must possess strong communication skills, with a high degree of comfort using phone and video conferencing tools to connect with clients. Excellent organizational skills, self-motivation, and a strong aptitude for technology are also essential for success in this remote, client-focused position.
- • While prior experience in sales, customer service, or business ownership (ideally 2+ years) is preferred, we value grit, determination, and a proven track record of achieving results above all else. We are looking for individuals with the drive to succeed.
- • Leverage advanced AI and technology to streamline processes, enhance client interactions, and gain insights into market trends, ensuring you are always at the forefront of innovation in financial services.
- • Contribute to a positive and collaborative team environment, sharing best practices and supporting colleagues in their growth and development. Your success is intertwined with the success of the agency.
- • Embrace a culture of continuous learning and professional development, staying updated on new products, industry regulations, and effective sales and leadership strategies.
- • Build a sustainable and scalable business that provides long-term financial security and personal fulfillment, aligning with the agency's mission of empowering individuals and families.
- • Take ownership of your career trajectory, setting ambitious goals and actively pursuing opportunities for advancement and increased responsibility within the organization.
- • Become a trusted advisor to your clients, helping them navigate complex financial decisions and achieve their long-term goals through tailored protection solutions.
- • This role offers a unique blend of autonomy and support, providing you with the tools, training, and mentorship needed to thrive in a remote sales environment and build a successful, rewarding career.
🎯 Requirements
- • Reliable internet connection, phone, and computer with data capabilities.
- • Ability to pass a background check and successfully complete carrier contracting processes.
- • Possess an active Life & Health insurance license, or demonstrate a strong willingness and ability to obtain one quickly (licensing assistance provided, typically 7-10 days).
- • Entrepreneurial mindset with a proven ability to plan, execute, and iterate on strategies.
- • Strong verbal and written communication skills, with comfort in phone and video-based client interactions.
- • Self-motivated, highly organized, and technologically proficient.
🏖️ Benefits
- • Uncapped commission structure with performance bonuses and incentives.
- • Clear, defined path to leadership roles, territory ownership, and revenue-share opportunities for top performers.
- • Remote work flexibility with a schedule that can accommodate client needs, including evenings and weekends.
- • Comprehensive training program and a proven business-building playbook.
- • Annual all-expense-paid trips for top producers.
- • Discounted health and life coverage options available.
- • Dedicated leadership development and agent-to-owner transition support.
Skills & Technologies
Remote
Degree Required
About New Freedom Financial
New Freedom Financial is a company focused on providing financial solutions. While the provided domain suggests a platform for job applications, the company name itself indicates a core business in financial services. Specific details about their offerings, target market, or operational model are not readily available from the given information. It is likely they are involved in areas such as lending, financial planning, investment, or insurance, aiming to help individuals and businesses achieve their financial goals. The applicant tracking system domain might imply they are actively hiring, potentially for roles related to sales or customer service within the financial sector.
