Annuity Sales Representative

📋 Description

• Engage prospective customers through inbound and outbound phone calls, email, and SMS
• Educate customers on annuity products, processes, and purchasing requirements in a clear and
• Conduct thorough discovery conversations to understand customers’ financial needs and goals and
• Build trusted customer relationships while working toward monthly and quarterly sales conversion
• Guide customers throughout the application and purchasing journey, providing timely follow-up and
• Manage and maintain an active customer pipeline, ensuring prospects receive consistent and

🎯 Requirements

• Active Life and Health Insurance License is required.
• Completion of applicable state-required annuity suitability training and certifications.
• 7+ years of experience in annuity, life, or health insurance sales.
• 2–3 years of direct-to-consumer annuity telesales experience; experience with Fixed, Fixed-Index
• Demonstrated history of strong sales performance and sophisticated techniques for handling and
• Strong proficiency with Salesforce or an equivalent CRM/sales platform.

🎁 Benefits

• Base salary range of $70,000–$400,000 USD, depending on role, level, location, experience, skills
• Uncapped performance compensation.
• Fully remote work environment.
• Comprehensive benefits package designed to support employee health and well-being.
• Multiple medical plan options.
• Vision and dental coverage.