Account Executive (Life Insurance)

Location: Remote-first; can be located anywhere within the United States, with potential travel for meetings and events. Flexible remote/hybrid arrangement.

Company

Lighthouse Life provides life settlement services and vertically integrated solutions for asset managers acquiring and managing life insurance policies and portfolios.

What you will do

• Respond to inbound inquiries from consumers exploring life settlements; this is not a cold-calling role.
• Build relationships with B2B partners, life insurance agents, and financial advisors to develop qualified opportunities.
• Own the full case lifecycle, gathering policy, medical, and supporting documentation from intake through funding.
• Conduct medical interviews with insured individuals and communicate clearly with policyowners and insureds throughout the appraisal and purchase process.
• Manage and document the pipeline in the CRM while collaborating with sales and operations teams to resolve cases efficiently.
• Support a seamless policy purchase experience through additional responsibilities as needed.

Requirements

• Preferred two years of professional experience; financial services or life insurance experience is a strong plus.
• Ability to quickly absorb and apply detailed policies and procedures.
• Strong attention to detail, creative problem-solving, and a bias toward action.
• Self-motivation and ability to work independently without constant supervision.
• Ability to manage multiple active cases without losing track of details.
• Client-first mindset and commitment to acting in the customer's best interest.
• Strong written and verbal communication skills.
• Confidence, coachability, and comfort with high-trust conversations.
• Integrity and serious attention to compliance requirements.

Nice to have

• Experience with Salesforce, Microsoft 365, and Zoom.

Culture & Benefits

• Innovation, collaboration, an open environment, and a focus on healthy work-life balance.
• Comprehensive health, dental, and vision coverage.
• 401(k) with company match.
• Flexible and generous paid time off.
• Performance-based incentive compensation.
• Remote-first work with flexibility between remote and hybrid arrangements.