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Account Executive

Job in Conshohocken, Montgomery County, Pennsylvania, 19428, USA
Listing for: Lighthouse Life
Full Time position
Listed on 2026-10-19
Job specializations:
  • Sales
    Insurance Sales
  • Insurance
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 78000 USD Yearly USD 60000.00 78000.00 YEAR
Job Description & How to Apply Below

Take the next step in your career and join our team!

Company Description

Every year, millions of seniors lapse or surrender their life insurance policies for little or no value in return from their insurance company.

Life Settlements help seniors by giving them theoptionto sell their policy instead, receiving significantly more value than had they otherwise given up their policy. The money we pay seniors helps meet retirement needs, healthcare costs, long term care expenses, or whatever elsethey’dlike.

Lighthouse Lifeis a member of the growing group of companies owned by LHL Strategies, Inc. (“LHL” or “LHL Strategies”), providing vertically integrated services and solutions for asset managers toacquireand manage life policies and portfolios. Clients of the LHL companiesbenefitfrom working inside the industry’s only integrated platform for policy acquisition and trading, policy and portfolio valuation, management, and now, portfolio servicing.

Our atmosphere encourages innovation and collaboration throughout the organization. We promote a healthy work-life balance andhave createdan open and fun environment. That said, we are driven to exceed expectations and want to share our days with those who raise theirhand, step forward, and work hard.

Our compensation package is highly competitive for the position and includes comprehensive benefits as well as a flexible and generous PTO policy.

Lighthouse Lifeis a remote-first company. This role can belocatedanywhere within the U.S. with potential fortravel for meetings and/orother events.

Lighthouse Life’s offices are located in Conshohocken, Pennsylvania, less than 10 miles outside of the city of Philadelphia, and stepsfrom the regional commuter train line.

Job Description

Account Executives are the front line of the Lighthouse Life experience, guiding policy owners and referral partners through the process of qualifying life insurance policies for possible sale, negotiating offers for the policies, and executing the formal transaction. You’ll serve as atrusted liaisonto customers navigating what is often an unfamiliar and deeply personal financial decision. You’ll also help partners educate themselves on our entire process, determine how to find candidates, manage expectations throughout the transaction process.

This role demands sharp organizational skills, genuine empathy, and the confidence to manage multiple cases simultaneously while delivering a best-in-class client experience.

Responsibilities
  • Respond to inbound inquiries from consumers exploring a life settlement with Lighthouse Life — this is not a cold-calling role.
  • Build relationships withB2B partners who can help supply your pipeline with qualified opportunities.
  • Own the full case lifecycle: gather policy illustrations, in-force documents, medical authorizations, and all supporting materials needed to appraise a life insurance policy.
  • Conduct medical interviews with insured individuals, handling sensitive conversations with professionalism and care.
  • Keep policy owners and insureds informed at every stage of the appraisal and purchase process through clear, proactive communication.
  • Manage your pipeline within Lighthouse Life’s CRM, ensuring every case is meticulously documented from intake through funding.
  • Collaborate with internal sales and operations teams to move cases efficiently toward resolution.
  • Build andmaintainstrong working relationships with externalpartnersincluding life insurance agents and financial advisors.
  • Take onadditionalresponsibilities as needed to support a seamless policy purchase experience
Knowledge and Experience
  • Preferred two years of professional experience; background in financial services or life insurance is a strong plus.
  • An ability to absorb and apply detailed policies and…
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