Annuity Wholesaler & Field Trainer

Job Type: Full-time, on-site in Dallas, TX with 50% travel expected.

About the Role

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients. Our purpose is to help people protect their life, health, and wealth so they can prepare for the good days ahead. Joining Integrity means being part of a hyper-growth company with professional opportunities to accelerate your career in a supportive, family-like environment.

Responsibilities

• Conduct daily sales activities including calls, case design, and product consultations.
• Drive accountability and production through field engagement and relationship building.
• Conduct up to 6 live office visits per month to support field growth (50% travel to agency sites).
• Provide high-level support to agents with a focus on teaching rather than doing the work for them.
• Assist with product selection, illustrations, and sales strategies.
• Serve as a trusted advisor to the field.
• Conduct weekly live and virtual training for agents on life insurance and annuities products.
• Maintain relationships with carrier wholesalers to stay current on products and updates.
• Support agents in product positioning.
• Maintain strong CRM tracking and accountability reporting.
• Collaborate with internal departments and case managers.
• Track daily and weekly activity metrics including calls and training sessions.
• Grow viable sales opportunities and maintain accurate pipeline reporting.

Requirements

• Strong sales background required.
• Life insurance experience preferred.
• Strong communication and technical expertise.
• Spanish speaking preferred.

Benefits

Integrity offers a competitive compensation package, including benefits that support work-life balance and provide peace of mind for you and your family.