My Senior Health Plan

Licensed Annuity Sales Agent

My Senior Health Plan

full-time

Posted on:

Location Type: Remote

Location: Tennessee • United States

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About the role

  • Conduct inbound and outbound telesales calls to educate clients on annuity products
  • Use virtual tools (e.g., Zoom, CRM dialers , e-signature platforms) to complete the full sales cycle remotely
  • Perform needs-based assessments to recommend appropriate financial protection and retirement income solutions
  • Follow up with (warm) leads generated through marketing campaigns, referrals, and CRM systems
  • Maintain accurate and timely documentation of all client interactions and sales activities
  • Stay informed on product updates, compliance requirements, and industry trends
  • Consistently meet or exceed telesales performance metrics and conversion goals

Requirements

  • Active Licensure is required
  • Insurance carrier appointments are required
  • 2+ years of telesales or phone-based sales experience in financial services
  • Strong knowledge of annuity products (fixed, indexed, and variable)
  • Excellent verbal communication and consultative selling skills
  • Comfortable using CRM systems, call center software, and virtual meeting tools
  • Self-disciplined, goal-oriented, and able to work independently in a remote environment
  • Bilingual (Spanish/English) is a plus
Benefits
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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
telesalesphone-based salesfinancial protection solutionsretirement income solutionsneeds-based assessmentsannuity productsconsultative selling
Soft Skills
verbal communicationself-disciplinegoal-orientedindependent work
Certifications
Active LicensureInsurance carrier appointments