Annuity Sales Specialist

Cnect

Annuity Sales Specialist at NFG Brokerage responsible for supporting financial professionals with annuity planning. The role involves strategic outreach, digital engagement, and consultative support.

Posted 5/13/2026full-timeMidvale • Utah • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Promote NFG Brokerage and the annuity solutions available through NFG to current and prospective financial professionals.
Serve as subject matter expert for the different annuity product lines supported by the team consisting of, Fixed, Indexed, and Registered-Index Linked Annuities.
Consult with advisors to deliver product guidance and suitability insights tailored to specific client scenarios.
Assist advisors with strategic sales ideas and competitive product positioning and provide advisors with guidance as to best-in-class solutions and resources from our partnering carriers.
Support advisor education on key investment challenges, including asset protection and retirement security.
Provide market trend insights, contribute to marketing and educational initiatives, and deliver presentations via inbound/outbound calls, webinars, and one-on-one consultations.
Advocate for the resources, tools, services, and support we provide our financial professionals.
Perform additional duties as assigned.

Requirements

What you’ll need

Bachelor’s degree or equivalent experience required.
2+ years of prior sales experience.
Active Life, Accident, & Health license. FINRA Series 6 or 7 securities registration is a plus.
Strong interpersonal, communication, and effective presentation/training skills.
Strong customer service, problem-solving, and communication skills, including adaptability to different personality types.
Highly organized, detail-oriented, and capable of managing multiple priorities.
Self-motivated with the ability to work well both independently and collaboratively, having a desire to be part of a cohesive team.
Willingness to learn and self-teach.
Positive attitude and ambition to help others succeed.

Benefits

Comp & perks

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales experienceannuitiesproduct guidancesuitability insightsstrategic sales ideascompetitive product positioningmarket trend insightspresentation skillsadvisor educationasset protection

Soft Skills

interpersonal skillscommunication skillseffective presentation skillscustomer serviceproblem-solvingadaptabilityorganizational skillsdetail-orientedself-motivatedteam collaboration

Certifications

Bachelor's degreeLife licenseAccident licenseHealth licenseFINRA Series 6FINRA Series 7