Annuity Sales Representative
Benefits
Unlimited PTO
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Accountabilities:
- Engage prospective customers through inbound and outbound phone calls, email, and SMS communications.
- Educate customers on annuity products, processes, and purchasing requirements in a clear and transparent manner.
- Conduct thorough discovery conversations to understand customers’ financial needs and position appropriate solutions.
Requirements:
- Active Life and Health Insurance License is required.
- 7+ years of experience in annuity, life, or health insurance sales.
- Strong proficiency with Salesforce or an equivalent CRM/sales platform.
Benefits:
- Base salary range of $70,000–$400,000 USD with uncapped performance compensation.
- Fully remote work environment.
- Comprehensive benefits package including medical, vision, dental, and 401(k).
Partner Company
The company assists customers in selecting annuity products for long-term financial security. It operates in a fast-paced, remote environment with a focus on high performance and continuous improvement.