Annuity Sales Consultant
AmeriLife
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
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Salary
💰 $40,000 per year
About the role
- Actively participate in and help facilitate agency-hosted Social Security planning workshops (in-person and/or virtual).
- Follow up promptly with workshop attendees to schedule and conduct needs-based consultation appointments.
- Perform thorough fact-finding and suitability analyses with prospective clients.
- Present, recommend, and sell only agency-approved insurance and financial products including but not limited to annuities, life insurance, long-term care solutions, and Medicare-related offerings where licensed.
- Maintain accurate records of all client interactions, applications, and sales in the agency’s CRM and compliance systems.
- Adhere to all state, federal, and carrier compliance requirements, including suitability standards and disclosure obligations.
- Continuously improve product knowledge, presentation skills, and industry expertise through provided training.
Requirements
- Must maintain active Life, Health, and any other required licenses in good standing in all states where you conduct business.
- Must meet established minimum production requirements as outlined in your individual producer agreement and performance plan.
- You may not sell, solicit, or refer any insurance, annuity, investment, or financial product outside of contracts held by [Agency Name] while employed in this position.
Benefits
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fact-findingsuitability analysispresentation skillsproduct knowledgesales techniques
Soft Skills
communicationcustomer serviceorganizational skillsfollow-upfacilitation
Certifications
Life Insurance LicenseHealth Insurance License