Licensed Annuity Sales Agent
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Job Description
Licensed Annuity Sales Agent delivering tailored annuity solutions to clients through calls and virtual tools. Engaging in sales activities and maintaining documentation in a remote environment.
Responsibilities:
- Conduct inbound and outbound telesales calls to educate clients on annuity products
- Use virtual tools (e.g., Zoom, CRM dialers , e-signature platforms) to complete the full sales cycle remotely
- Perform needs-based assessments to recommend appropriate financial protection and retirement income solutions
- Follow up with (warm) leads generated through marketing campaigns, referrals, and CRM systems
- Maintain accurate and timely documentation of all client interactions and sales activities
- Stay informed on product updates, compliance requirements, and industry trends
- Consistently meet or exceed telesales performance metrics and conversion goals
Requirements:
- Active Licensure is required
- Insurance carrier appointments are required
- 2+ years of telesales or phone-based sales experience in financial services
- Strong knowledge of annuity products (fixed, indexed, and variable)
- Excellent verbal communication and consultative selling skills
- Comfortable using CRM systems, call center software, and virtual meeting tools
- Self-disciplined, goal-oriented, and able to work independently in a remote environment
- Bilingual (Spanish/English) is a plus
Benefits:
- Health, Dental, Vision, and Life Insurance (75% employer-paid!)
- Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness)
- 401(k) with match + profit-sharing
- Paid vacation, sick time, and holidays, including the week of Christmas off with pay
- Fully remote
- A supportive, growth-oriented work culture
- No cold calls, all warm leads
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