Source Job

$70,000–$400,000/yr
US Unlimited PTO

  • Engage prospective customers through inbound and outbound channels to educate them on annuity products and purchasing requirements.
  • Conduct thorough discovery conversations to understand customers' financial needs and recommend appropriate annuity solutions.
  • Manage an active customer pipeline using CRM tools, providing timely follow-up and identifying friction points to improve the experience.

CRM Communication Customer Service

20 jobs similar to Annuity Sales Representative

Jobs ranked by similarity.

US

  • Engage inbound and outbound leads to qualify interest in annuity products
  • Conduct discovery calls to understand financial situations and goals
  • Set qualified appointments for Annuity Sales Representatives

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is dedicated to building a diverse, inclusive and authentic workplace.

$3,600–$6,000/yr
US

  • Connect with clients over phone and Zoom to help families find the right life insurance coverage.
  • Work warm inbound leads and outbound opportunities to build income faster.
  • Manage your own schedule while hitting consistent daily production goals.

Meron Financial Agency provides life insurance solutions to families. They are expanding their remote team and seek self-motivated agents, emphasizing a performance-based culture with uncapped earning potential.

$55,000–$75,000/yr
US 3w PTO

  • Handle inbound calls and warm leads to consult customers on insurance needs and match coverages.
  • Convert sales leads into policyholders using your sales expertise and customer-centric approach.
  • Receive paid training, licensing, and a supportive remote work environment from day one.

Liberty Mutual is a Fortune 100 insurance company helping customers protect their assets and pursue their goals. They offer a supportive culture with comprehensive benefits, flexible work arrangements, and opportunities for growth.

US

  • Source new sales opportunities through brokers and producers to develop a robust pipeline.
  • Proactively generate opportunities through daily outbound calls, emails, and virtual meetings.
  • Build and maintain strong relationships with employee benefits and P&C producers to drive new business.

Protective is an insurance company that helps protect customers against life's uncertainties. They offer a supportive culture with comprehensive benefits and a focus on employee wellbeing.

$60,000–$88,000/yr
US 2w PTO 14w maternity 8w paternity

  • Connect with homeowners via inbound inquiries to recommend tailored insurance solutions and close sales.
  • Consistently meet or exceed sales targets through consultative techniques and company-provided leads.
  • Simplify complex insurance concepts, guide customers to the best coverage, and collaborate cross-functionally.

Kin makes homeowners insurance simpler and more affordable using data, technology, and human support. Founded in 2016, Kin is a remote-first employer with team members across 35+ states and has been recognized as a Best Place to Work.

Canada

  • Conduct telephone consultations to assess clients' financial protection needs and recommend suitable life insurance solutions.
  • Build trusted relationships through a consultative, service-oriented approach and manage the full sales cycle from quoting to application support.
  • Work remotely with autonomy, using digital tools and CRM to manage prospects, while benefiting from ongoing coaching and mentorship.

This company provides life insurance solutions to individuals and families across Canada. It operates fully remotely, supporting a performance-driven culture with autonomy and focus on client relationships.

$75,000–$235,000/yr
US

  • This is a 100% commission-based role with uncapped earning potential and residual income.
  • You will receive a state-of-the-art lead system, meaning no cold calling or prospecting.
  • Enjoy true schedule flexibility and world-class training and mentorship.

The Essex Agency is an insurance agency that offers life and health insurance products. They provide a supportive culture with mentorship and training, and are committed to diversity and inclusion.

$19–$21/hr
US Canada

  • Guide engaged users through the insurance purchasing process with no cold-calling.
  • Simplify the process by comparing 55+ insurance companies to find the best fit.
  • Close deals by helping customers finalize their new policy.

Jerry is the #1 rated app for car owners, helping over 5 million people save money on insurance, repairs, and loans. Since 2019, they have become one of the fastest-growing tech companies in the U.S., with a profitable, fully remote team of over 5 million customers.

$83,000–$147,000/yr
US

  • Collaborate with the sales team to decrease administrative workload and increase sales activities.
  • Process new annuity business including application submission, funding, and commissions.
  • Optimize CRM workflows and data entry processes to improve speed and efficiency.

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is rapidly growing and values diversity, inclusion, and authenticity.

US

  • Develop and maintain relationships with prospective and existing clients to identify insurance needs.
  • Educate clients on insurance products, coverage options, and benefits through virtual consultations.
  • Generate business through networking, referrals, and outreach while maintaining compliance with regulations.

ASSIST Business Solutions turns challenges into structured, actionable systems that drive growth, clarify vision, and create purposeful pathways. They seek talented go-getters committed to excellence and uncompromising quality, serving organizations across diverse sectors.

$150,000–$200,000/yr
US

  • Connect with pre-qualified leads who have already asked for help protecting their families.
  • Build your own agency with a clear ownership pathway and hands-on mentorship.
  • Earn uncapped commission with average agents earning $800-$1,200 per policy.

Meron Financial Agency is a financial services agency that helps individuals protect their families through insurance and financial products. They offer mentorship and a proven system for agents to build their own agencies, fostering a culture of leadership and work-life balance.

US

  • Develop and maintain annuity production through business plans and relationships with financial institutions.
  • Support corporate objectives and lead within the Annuity Distribution group.
  • Execute wholesaling functions to achieve sales goals in assigned territories.

Protective Life helps protect customers against life's uncertainties by providing insurance and annuity products. The company has a large workforce and emphasizes a supportive culture with competitive benefits.

$83,000–$147,000/yr
US

  • Own the entire sales funnel and revenue targets for a newly created sales team, operating as a hands-on player-coach who actively sells and coaches.
  • Architect and manage the complete operational backbone—including licensing, suitability, rollovers, and commissions—to ensure an efficient customer experience.
  • Establish rigorous coaching rhythms, clear performance metrics, and effective playbooks to consistently raise close rates and customer trust.

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is transforming the life insurance experience with a robust three-sided technology platform, and is dedicated to building a diverse, inclusive, and authentic workplace.

US

  • Lead, coach, and mentor a remote sales team to achieve high performance.
  • Engage with clients via virtual consultations to explain benefits and coverage.
  • Work with qualified company-provided leads to drive business growth.

Our partner company provides benefits and insurance solutions to clients across the United States through virtual consultations. They foster a positive, accountable, and high-performing culture with a strong emphasis on leadership development and professional growth.

US

  • Sourcing new sales opportunities and establishing leads through outbound calls and emails.
  • Educating family members on available benefits and assisting with enrollment forms.
  • Maintaining knowledge of company services and complying with HIPAA and PHI guidelines.

They provide health insurance services to nursing home residents and their families, focusing on enrollment and education. The company is a team-oriented organization that values compliance, confidentiality, and customer service.

$19–$21/hr
US Canada

  • Respond to inbound calls from prospective customers for auto, home, and other insurance policies.
  • Educate customers on policy details like coverage and pricing, and prepare quotes through carriers.
  • Problem-solve and objection-handle to help customers bind a policy with Jerry.

Jerry.ai is building an AI agent to manage physical assets, starting with car insurance and expanding into home and other areas. They have over 5 million customers, raised $240M+, and have been profitable since 2024, with a fully remote team and offices in several US cities and Toronto.

US

  • Manage annuity new business transactions from application intake to contract delivery, including processing standard and complex cases.
  • Serve as a peer resource, provide guidance, and contribute to workflow improvements and technology enhancements.
  • Communicate with Financial Professionals and business partners to resolve exceptions and maintain service standards.

This company provides financial services and insurance operations, specializing in annuity new business processing. They offer a fully remote work environment and value accuracy, compliance, and collaboration.

US 4w PTO

  • Proactively identify and develop new business opportunities through outreach to regional custodial and financial services partners.
  • Serve as a rapid-response team member managing incoming custodial referrals, coordinating pre-introduction communications, and supporting the sales process from initial contact through onboarding.
  • Partner with regional sales leadership to monitor the new-business pipeline and coordinate with support teams to ensure effective communication across functions.

The company is a financial services firm that partners with custodial and financial services organizations. The company operates remotely and values collaboration, relationship building, and high-quality client experience.

$160,000–$195,000/yr
United States

  • Own and deliver a carrier-focused sales quota for policy administration and underwriting solutions.
  • Lead the full enterprise sales cycle from prospecting to contract signature.
  • Build senior relationships across life and annuity carriers to drive pipeline growth.

The partner company provides technology solutions for the life insurance and annuity industry. They are committed to an inclusive and diverse workplace with opportunities for career progression.

US

  • Drive sales through third-party producers with uncapped commission potential.
  • Provide expert case design and point-of-sale support to nurture client relationships.
  • Leverage CRM technology and continuous training to maximize sales opportunities.

Highland Capital Brokerage, a member company of Osaic, supports financial advisors with life, annuity, and longevity planning. The company offers an unparalleled national team and competitive benefits including health, vision, dental insurance, and 401k.