Engage prospective customers through inbound and outbound calls, email, and SMS
Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language
Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly
Build trust and long-term relationships that drive conversion and customer retention
Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements
Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey
Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category
Generate referrals through exceptional service and a customer-first mindset

Active Life and Health Insurance License (required)
Completion of state-mandated Annuity Suitability training or certification
2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred)
Demonstrated success in sales and expert-level objection handling
Exceptional multitasking, prioritization, and time management skills
Ability to identify client challenges and deliver tailored, value-driven solutions
Adaptability and resilience in a fast-paced, evolving environment
Strong verbal communication skills and a confident, professional phone presence
High drive to succeed and a commitment to delivering outstanding customer experiences

Annuity Sales

Key skills