Remote Client Discovery Sales Representative

Seattle, United States | Posted on 11/10/2026

We help households approach insurance and financial planning with clearer information and a practical next step. Our firm has been honored twice by Entrepreneur Magazine for its workplace environment, receives high ratings on Glassdoor and Indeed, and has earned a place on the Inc. 5000 list for six consecutive years. A feature in Forbes also recognizes our approach to growth and industry leadership.

A useful recommendation starts with a thoughtful question. As a Remote Client Discovery Sales Representative, you will turn an initial conversation into an informed decision, keeping the client's priorities at the center.

• Start with the story:
  Ask about the people, commitments, and goals each household wants to protect.
• Clarify the choices:
  Present Life Insurance, Indexed Universal Life (IUL), and Annuities, explaining how each option relates to the client's needs.
• Make meetings count:
  Prepare for phone and video appointments and leave clients with clear answers rather than jargon.
• Guide the decision:
  Document recommendations, coordinate application details, and keep clients informed through the next steps.
• Keep relationships active:
  Follow up thoughtfully and bring questions back to your mentors when additional guidance is needed.

Build your working day around purposeful conversations, not a commute or a desk clock. This is a fully remote role: work from anywhere with a reliable connection, choose flexible hours, and step away from the typical 8-to-5 routine.

• Training provided:
  Learn the products and consultation process with structured guidance and ongoing mentorship.
• A connected team:
  Exchange ideas with experienced colleagues while retaining ownership of your activity.
• Tools for follow-through:
  Use digital sales resources to organize appointments, notes, and client communications.
• Space to improve:
  Develop your listening and presentation skills through coaching and consistent practice.

This opportunity suits curious, self-directed people who value careful listening and dependable follow-through. The role offers Life Insurance, Indexed Universal Life (IUL), and Annuities, with client needs guiding each recommendation.

Compensation is high and commission-only, with uncapped commissions based on the business you place. Your results determine your commissions, giving motivated professionals room to grow without an earnings ceiling.