Senior Annuity Specialist

About the role

The Senior Annuity Specialist manages key relationships with independent agents and distribution partners selling our annuity products. This role drives application flow and production through proactive outreach, advanced product expertise, production analysis, and agent training, and serves as a mentor and resource to Annuity Specialists. The ideal candidate is highly organized, self-directed, and energized by building relationships by phone and in virtual settings.

Responsibilities

• Proactively contacts new and existing agents and distribution partners by phone, email, and virtual meeting to identify sales opportunities, promote company products, and grow production; this is the primary focus of the role.
• Develops and manages key agent and agency relationships, identifying opportunities to increase production within assigned agencies and distribution channels.
• Conducts periodic business reviews with key agents to assess production trends, challenges, and opportunities.
• Serves as a subject-matter resource on annuity products, product positioning, competitive features, and sales concepts.
• Assists agents with complex product comparisons and sales scenarios.
• Monitors competitive product changes and communicates significant market developments to leadership and the distribution team.
• Analyzes agent production, application activity, and pipeline trends to identify business opportunities.
• Identifies underperforming and high-potential agents and recommends targeted outreach strategies.
• Shares observations and recommendations with leadership on agent behavior, market trends, and competitive activity.
• Leads or co-leads agent training sessions, webinars, and product education.
• Develops or contributes to training materials and sales resources.
• Serves as a resource and mentor to Annuity Specialists, assisting with complex agent inquiries, case issues, product questions, and sales strategies.
• Shares best practices for agent outreach, relationship management, and production development.
• Serves as a key point of contact during new annuity product launches, coordinating agent follow-up to drive awareness, applications, and production.
• Supports the implementation and communication of new products, procedures, and initiatives.
• Leads or participates in special projects related to annuity distribution, agent experience, sales processes, and process improvement.
• Identifies workflow improvements and recommends process enhancements to management.
• Performs other sales and marketing duties as assigned.

Requirements

• High school diploma or equivalent required; associate or bachelor’s degree in business, marketing, or a related field preferred.
• 5+ years in financial services, annuities, or life insurance, preferably in inside sales, marketing support, agent/broker relations, or customer service. Strong working knowledge of annuity products required.
• Active Texas Life and Health insurance license required.

Skills

• Excellent verbal and written communication skills and a confident, professional phone presence.
• Strong relationship-building and persuasion skills with a proactive, sales-oriented mindset.
• Ability to explain product information clearly and accurately.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and virtual meeting platforms (e.g., Microsoft Teams, Zoom); CRM experience preferred.
• Strong organizational and time-management skills; able to manage multiple priorities and follow-ups.
• High attention to detail and accuracy.
• Customer-focused, with a sense of urgency in responding to agent needs.
• Ability to work independently and as part of a team.

Schedule

In-office position based in Dallas, TX, five days a week. Occasional travel may be required for agency visits, presentations, or industry events.