Cornerstone Financial Solutions · 3 hours ago
Account Manager – No Experience Needed - Remote
Cornerstone Financial Solutions is a nationally licensed brokerage committed to helping families protect what matters most. They are looking for motivated individuals to join their remote sales team to conduct virtual consultations and recommend personalized insurance solutions to clients.
Responsibilities
Conduct virtual consultations with clients to assess their life insurance and financial protection needs
Recommend personalized insurance solutions using our network of top-rated carriers
Guide clients through the application and coverage process, ensuring clarity and understanding
Provide ongoing support and relationship management for clients
Maintain accurate records and adhere to regulatory and compliance requirements
Collaborate with your team and management to meet professional goals
Qualification
Required
Motivated, reliable, and eager to learn
Confident communicator who enjoys helping others
Organized, proactive, and goal-oriented
Professional attitude with strong integrity and accountability
U.S. citizen or permanent resident
Benefits
Comprehensive training and full support during the onboarding process
Pre-qualified client leads — no cold calling required
Fully remote position with flexible scheduling
Mentorship and ongoing professional development
Opportunities for long-term career growth, leadership, and specialization in financial services
Company
Cornerstone Financial Solutions
At The Cornerstone Agency, we’re not just writing policies — We’re building protection that lasts.
Funding
Current Stage
Early StageCompany data provided by crunchbase