Build and maintain strong relationships with Independent Marketing Organization (IMO) partners to drive annuity sales growth.
Serve as a trusted advisor and external representative, conducting client meetings and presentations.
Manage territory priorities, analyze market trends, and collaborate with internal teams to achieve sales objectives.
The company specializes in retirement and insurance solutions, focusing on building strategic partnerships within the annuity market. The culture emphasizes collaboration, autonomy, and professional growth, with a supportive team environment.
Manage and grow relationships with third-party distribution partners to drive annuity sales and asset growth.
Serve as primary contact for partner firms, addressing product questions, operational needs, and relationship management.
Educate financial professionals on annuity products through presentations, training sessions, and meetings.
Our partner company is a financial services firm specializing in annuity products. They offer a fully remote work environment with a collaborative culture and professional growth opportunities.
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.
Support existing IMOs and establish strong working relationships with internal constituencies.
Manage escalations, maintain knowledge of the annuity market, and partner on strategic initiatives.
Travel extensively and possess strong customer service, communication, and presentation skills.
Group 1001 is a consumer-centric, technology-driven family of insurance companies focused on delivering outstanding value and operational performance. The company emphasizes collaboration, communication, and risk management, with a culture that values diversity and employee well-being.
Point of sale wholesaling with Edward Jones Financial Advisors and their clients to drive life insurance sales.
Lead public seminars and provide sales support to branch offices, developing territorial sales plans.
Manage territory routing, production goals, and expense budget while maintaining strong advisor relationships.
Concourse Distributors, a part of Protective, offers financial services and insurance products to protect customers against life's uncertainties. The company promotes a culture of wellbeing and work-life balance, with a broad benefits package and a focus on employee growth.
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.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
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.
Develop new business opportunities and strengthen client partnerships through consultative sales strategies.
Achieve annual revenue goals by building a qualified sales pipeline and delivering compelling presentations.
Serve as a trusted advisor on employee benefits solutions, collaborating with internal teams to ensure client success.
Our partner specializes in employee benefits solutions, helping organizations navigate complex options to support their workforce. They foster a collaborative, performance-driven culture with a focus on client success and professional growth.