Annuity Sales Agent

About the role

Operating within a Medicare-focused sales environment, this role combines proactive business development with ongoing client relationship management and serves as the organization's dedicated annuity resource. This position is ideal for a self-motivated sales professional who enjoys building new opportunities, developing relationships, and growing a book of business.

Responsibilities

• Generate new business through outbound outreach, referrals, community events, partnerships, and Medicare-related lead sources while consistently achieving sales and business development goals.
• Conduct client needs assessments to identify retirement income opportunities and recommend annuity solutions that support long-term financial security.
• Build, manage, and grow a portfolio of clients through ongoing relationship management, policy reviews, retirement planning discussions, and exceptional customer service.
• Strengthen client relationships by identifying additional solutions that align with evolving financial goals, Medicare milestones, and long-term financial needs.
• Maintain expertise in fixed, indexed, and hybrid annuity products, retirement income planning, Medicare-related financial considerations, and industry trends.
• Ensure compliance with licensing requirements, carrier guidelines, regulatory standards, and continuing education requirements.
• Collaborate with Medicare sales teams to coordinate client strategies, share opportunities, and deliver comprehensive retirement solutions.
• Partner with marketing, operations, and compliance teams to support business initiatives, client communications, and growth opportunities.
• Serve as the organization's dedicated annuity specialist, helping expand and grow this area of the business through consultative sales and relationship-building efforts.

Requirements

• Active Life & Health Insurance License (or ability to obtain).
• At least 1 year of experience selling annuities, retirement products, insurance products, or related financial services.
• Proven success in business development, sales, and relationship management.
• Strong interpersonal, presentation, and consultative selling skills.
• Ability to communicate complex financial concepts in a clear and understandable manner.
• High level of professionalism, integrity, and commitment to compliant sales practices.
• Proficiency in Microsoft Office, including Outlook, Word, and Excel.
• High school diploma or equivalent combination of education and experience.

Qualifications

• Knowledge of fixed, indexed, and hybrid annuity products.
• Experience managing and growing a book of business.
• Experience in retirement income planning or retirement-focused financial products.

Skills

• Exceptional communication and consultative selling skills.
• Ability to educate clients on retirement income strategies.
• Strong interpersonal and presentation skills.
• Knowledge of Medicare-related financial considerations.
• Compliance with licensing requirements, carrier guidelines, regulatory standards, and continuing education requirements.
• Collaboration and partnership skills.

Benefits

• Competitive base + uncapped commission + annual merit bonus.
• Comprehensive training, onboarding, and ongoing professional development opportunities.
• Paid Time off + Company paid Holidays.
• Paid parental leave.
• Competitive Benefit Package, including Medical, Dental, Vision, and Pet insurance!
• 401(k) with Company Matching.
• Build relationships and take part in learning opportunities through our Employee Resource Groups.
• Mental health aid through our Employee Assistance program (EAP).
• Get paid to work with your friends through our Referral Program!

Pay

Competitive base + uncapped commission + annual merit bonus.

Schedule

Primary office location is Johnstown, PA. Team members may also work from the Altoona, PA office, which offers additional workspace and flexibility based on business needs.