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Über
This role offers a unique opportunity to make a meaningful impact by guiding individuals through one of the most critical financial decisions of their lives—securing retirement with annuities. As a commission-only, independent professional, you’ll serve as a trusted advisor to customers actively seeking financial clarity and long-term peace of mind. You’ll work directly with motivated prospects and collaborate with life insurance agents nationwide, leveraging a cutting-edge digital platform to deliver transparent, personalized solutions. This is more than a sales role—it’s a chance to shape the future of annuity distribution, build a flexible career on your own terms, and grow within a supportive, innovation-driven environment that values independence, mentorship, and performance.
Responsibilities
Engage prospective customers through inbound and outbound calls, email, and SMS
Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language
Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly
Build trust and long-term relationships that drive conversion and customer retention
Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements
Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey
Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category
Generate referrals through exceptional service and a customer-first mindset
Requirements
Active Life and Health Insurance License (required)
Completion of state-mandated Annuity Suitability training or certification
2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred)
Demonstrated success in sales and expert-level objection handling
Exceptional multitasking, prioritization, and time management skills
Ability to identify client challenges and deliver tailored, value-driven solutions
Adaptability and resilience in a fast-paced, evolving environment
Strong verbal communication skills and a confident, professional phone presence
High drive to succeed and a commitment to delivering outstanding customer experiences
Quick learner with disciplined organization and self-motivation
This is a 1099 commission-only, fully independent position. You set your own schedule, work from anywhere, and earn based on performance.
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Sprachkenntnisse
- English
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