Annuity Sales

True North Recruiting

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $50,000 - $150,000 per year

About the role

  • 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

Requirements

  • 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
Benefits
  • Commission-based income structure
  • Flexible work schedule
  • Remote work opportunity
Applicant Tracking System Keywords

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

Hard Skills & Tools
annuity salesobjection handlingcustomer retentionsales scriptsoutreach strategiesworkflow optimizationdiscovery sessionstailored solutionspipeline managementfinancial education
Soft Skills
multitaskingprioritizationtime managementadaptabilityresilienceverbal communicationcustomer-first mindsetrelationship buildingtrust buildingcollaboration
Certifications
Active Life and Health Insurance LicenseAnnuity Suitability training or certification