Vice President, Annuity Sales

About the role

Founded in 1972, SPG Life and Annuity is a nationally recognized life insurance and annuity brokerage general agency serving financial institutions (banks and broker-dealers) and individual financial advisors. The Annuity Sales VP will manage and recruit producers to drive profitable sales growth while upholding SPG Life and Annuity’s values of service excellence, fair dealing, and client-first decision making. The role operates with support from an Internal Wholesaler and is expected to achieve a minimum of $2 million in fully commissionable premium within three years.

Responsibilities

• Manage a book of active producers and prospects, increasing profitable sales through strategic wholesaling.
• Be the dominant wholesaling professional for assigned producers using key sales strategies and best practices.
• Execute producer call plans, manage pipeline in CRM, and run weekly prospecting campaigns provided by SPG Life and Annuity.
• Maintain regular contact with top producers and prospective top producers, delivering high-value sales presentations.
• Develop new production by understanding producers’ unique situations and providing tools to simplify complex products and drive revenue.
• Focus daily on high-value selling activities, exceed service expectations, and build deep customer relationships.
• Learn and deliver SPG Life and Annuity’s unique value propositions and “buyer journey” narratives.
• Conduct business in alignment with SPG Life and Annuity’s values: service excellence, fair dealing, and client-first decision making.
• Prioritize productive producers and avoid brokers who consume resources without delivering meaningful results.
• Hold clients’ interests above all else and maintain a track record of sales success.

Skills and Requirements

• Self-motivated and passionate about wholesaling excellence and sales growth.
• Minimum 5 years of wholesaling experience.
• Deep expertise across annuity product categories: income riders, death benefit riders, accumulation benefit riders, and their relation to variable, indexed, and fixed annuities.
• Mastery of retirement planning concepts including guaranteed income solutions, asset protection, and qualified fund rollovers.
• Portable producer group capable of reliably generating over $40 million in annual premium (after 2 years).
• Ability to motivate and develop business from brokers with healthy client bases who do not currently sell protection products.
• Highly organized, energetic, and known for consistent follow-through.
• Builds long-term, consultative relationships with producers and centers of influence as a trusted advisor.
• Strong customer service orientation and ability to create revenue-producing referrals in annuities and long-term care.
• Exceptional interpersonal and networking skills, including LinkedIn proficiency.
• Solid professional writing and one-on-one/small-group presentation skills.
• Detail-oriented, analytical, assertive, confident, thoughtful, innovative, and entrepreneurial.

Qualifications

• Bachelor’s degree from a four-year college or university with a concentration in finance, business, or equivalent education and experience.
• CLU, RICP, and/or CFP designations highly desired.
• Series 6 required.

Benefits

• Base salary plus unlimited, increasing production bonus.
• Comprehensive travel and entertainment reimbursement.
• Exceptional healthcare package and 401(k) plan.