Location: Remote

Type: Full-Time or Part-Time

Department: Client Services / Sales Support

About Q Life Settlements

Q Life 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.

Position Summary

Q Life 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.

Duties & Responsibilities:

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

Qualifications & Skills:

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

Additional Information

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