Location: Remote

Type: Full-Time or Part-Time

Department: Client Services / Sales Support

About Q Life Settlements
Q Life Settlements is a specialty finance firm focused on helping clients unlock value from their life insurance policies through life settlements. We serve as a trusted intermediary between policyholders and institutional buyers, with a mission to deliver transparency, education, and optimal outcomes to individuals navigating a complex financial decision. Backed by decades of experience in life insurance, financial services, and client care, Q Life Settlements provides a streamlined, client-first process that prioritizes integrity, responsiveness, and results.

Position Summary
Q Life Settlements is seeking a highly organized, detail-oriented, and client-focused Policy Account Manager to join our growing team. This is a remote, unlicensed sales support role responsible for managing the client journey from initial inquiry through successful policy sale. The ideal candidate is a relationship builder with strong communication skills and a proven ability to guide sophisticated clients through complex transactions.

Duties & Responsibilities:

• Serve as the primary relationship manager for clients throughout the life insurance sale process.
• Coordinate effectively with internal teams and external partners to ensure client satisfaction.
• Respond to client inquiries promptly and professionally via phone, video chat, email, and live chat.
• Manage the document collection process, sending necessary forms and ensuring timely returns.
• Accurately update and maintain organized case files in the CRM.
• Order life insurance policy documents and medical records as required.
• Compile, review, and organize case documentation for valuation and transaction execution.
• Support negotiation of sales arrangements in alignment with internal teams.
• Perform other duties as assigned to support business growth and operational excellence.

Qualifications & Skills:

• Bachelor’s degree or 3–5 years of relevant sales experience; background in financial services or life insurance strongly preferred.
• Demonstrated success managing high-value transactions and engaging with sophisticated clients.
• Excellent verbal and written communication skills, with an ability to convey complex information clearly and professionally.
• Strong interpersonal and client management skills, exhibiting discretion, empathy, and professionalism.
• Highly organized, with sharp attention to detail and a track record of managing multiple tasks efficiently.
• Comfortable conducting daily client interactions via video conferencing.
• Proactive problem-solver who can take initiative and independently manage complex, multi-step processes.
• Experience using CRM platforms (e.g., Salesforce) is preferred, though not required.

Additional Information

• This is a remote role with flexible part-time or full-time opportunities based on candidate availability and business need.
• Compensation is competitive and will be commensurate with experience.