Life and Annuity Sales Manager
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Job Description
Life and Annuity Sales Manager building a traditional insurance line for Medicaid-compliant annuity wholesaler Krause Agency. Recruiting agents, producing cases, and expanding distribution.
Responsibilities:
- Drive personal production in traditional life and annuity products, including whole life, term, universal life, fixed annuities, and indexed annuities
- Serve clients primarily in the 55 to 70 age range with income planning, protection, and legacy needs
- Recruit, activate, and develop independent agent and agency relationships in the life and annuity space
- Bring new producers into the Krause distribution channel
- Build and execute a strategy for growing traditional life and annuity production across the Krause Agency agent base
- Deliver training, webinars, and educational content to existing and newly activated agents
- Provide joint field support and point-of-sale assistance to agents working life and annuity cases
- Identify gaps in the current product and carrier mix and recommend solutions
- Collaborate with the broader Krause team so agents across product lines can access life and annuity solutions
- Maintain current knowledge of carrier products, market trends, and regulatory developments
Requirements:
- Active life and health insurance license
- Meaningful experience in life insurance and/or annuity sales, distribution, or wholesaling
- Track record of personal production or a clear, credible path to building a personal book of business
- Ability to work independently and build without a roadmap or established infrastructure
- Strong communication and presentation skills across one-on-one, small group, and virtual formats
- Preferred background in brokerage distribution, IMO, BGA, or wholesaling
- Experience recruiting, onboarding, or developing independent producers
- Familiarity with fixed and indexed annuity products and the senior market client profile
- Professional designations such as CLU, ChFC, RICP, or equivalent
Benefits:
- Strong base salary plus a performance-based commission and bonus structure
- Meaningful upside tied to personal production and revenue growth
- Health benefits
- Dental benefits
- Vision benefits
- HRA
- 401(k) with company match
- Paid time off
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