Annuities Sales Associate
Hybrid
Core
Entry-level sales role focused on learning annuities and investment products to support financial professionals and clients with retirement income solutions.
Role type
Junior sales associate (annuities)
Builds
Retirement income solutions for financial professionals and clients
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Relationship building, multitasking, self-motivation, phone and in-person communication, sales persuasion, FINRA SIE, Series 6, 63, and State Insurance licensing
Preferred skills
Prior sales experience or internships, strong written and verbal communication, emergent sales acumen
Responsibilities
Learn financial services industry, develop sales plans and materials, present technical product information, generate sales opportunities
Seniority
Entry-level, training-focused