Annuity Sales Representative
Core
Guide customers through the annuity buying process, educate them on products, and assist with applications to provide lifelong financial security.
Role type
Senior Annuity Sales Representative (Founding Member)
Builds
Annuity policies for individual consumers
Domain
Life Insurance / Retirement Planning
Deliverable
client delivery
Required skills
Active Life and Health Insurance License, Annuity Suitability training/certifications, Direct-to-consumer annuity telesales experience, Salesforce proficiency, Objection handling, Pipeline management
Preferred skills
Fixed/Fixed-Index/MYGA product knowledge, Referral generation, Sales playbook creation
Technologies
Salesforce
Responsibilities
Engage customers via inbound/outbound calls, emails, and SMS; Conduct in-depth needs discovery; Manage application and purchasing pipeline; Provide feedback to Product and Engineering teams; Contribute to sales scripts and outreach strategies; Drive referral activity
Seniority
Senior, hands-on IC