Annuity Sales Advisor

Compensation

• Base Salary: $70,000
• Commission and production incentives
• Six-figure income potential
• Strong performers can earn $150,000+
• Top performers can exceed $200,000 annually

Career Growth Opportunities

• Significant career advancement opportunities
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Ideal Candidate

• Driven and highly motivated
• Relationship-oriented
• Coachable and eager to learn
• Comfortable discussing financial concepts with clients
• Organized and detail-oriented
• Able to build trust quickly
• A strong communicator over the phone and through video conferencing
• Naturally curious and skilled at uncovering client needs
• A self-starter who takes initiative and ownership
• Excited about helping clients make important retirement decisions

Preferred Experience

• Experience is not required, but preference will be given to candidates with backgrounds in:
• Banking
• Financial services
• Insurance
• Retirement planning
• Wealth management support
• Client relationship management
• Business development
• Consultative sales

Preferred Qualifications

• Bachelor's degree (preferred but not required)
• Prior sales experience
• Experience working directly with clients
• Insurance licenses or willingness to obtain required licensing

Job Description

• Conduct retirement planning and annuity consultations with clients across the United States via telephone and video conference
• Meet with clients referred internally from our Medicare, Life Insurance, and Client Service teams
• Conduct retirement and financial discovery conversations
• Educate clients on fixed annuities, fixed indexed annuities (FIAs), MYGAs, and other non-securities retirement solutions
• Help clients evaluate income planning, asset preservation, and wealth transfer strategies
• Present recommendations based on client goals, needs, and risk tolerance
• Proactively contact existing clients to identify retirement planning and annuity opportunities
• Conduct periodic client reviews and follow-up conversations
• Build and maintain a consistent pipeline through both internal referrals and proactive outreach
• Maintain accurate CRM documentation and client records
• Work closely with leadership to continue refining and improving our retirement planning process
• Help establish best practices as we continue building and expanding our Wealth Division