Senior Manager, Annuities Sales

Responsibilities

• Own the annuities sales funnel and revenue targets while actively coaching and selling
• Build a high-performing sales and operations team with effective coaching and metrics
• Architect the operational processes for licensing, suitability, and commissions
• Influence product strategy with insights from customer data and unit economics
• Collaborate with Marketing to refine go-to-market strategies and lead quality
• Establish regular coaching rhythms to enhance performance and customer trust
• Design scalable operational processes to improve customer experience

Qualifications

• 7-12+ years of leadership experience in inside sales and operations for annuities
• Proven track record of exceeding quotas in a consultative, compliance-oriented environment
• Active Life & Annuity producer license holder, with NAIC training up to date
• Deep understanding of the end-to-end annuity process for efficient service delivery
• Strong analytical skills in pipeline management and CRM systems
• Exceptional coaching abilities with experience in creating scripts and training materials
• Collaborative mindset with the ability to influence cross-functional teams