Retirement Sales Representative

TL;DR

Retirement Sales Representative (Finance): Engage educators through inbound and outbound calls to assess retirement needs and recommend tailored annuities and investment solutions with an accent on consultative sales and relationship building. Focus on conducting needs-based financial conversations, managing sales pipelines, and achieving performance goals.

Location: Remote (US, shifts within 8:00 a.m. – 7:00 p.m. CT)

Salary: $19.66 – $29.04 per hour, plus uncapped commission

Company

Publicly traded company founded by educators, serving over 4,100 US school districts with tailored insurance and financial products for retirement planning.

What you will do

• Engage prospective and existing clients via inbound calls and outbound outreach to discuss retirement planning.
• Conduct needs-based conversations assessing retirement readiness, risk tolerance, and income goals.
• Recommend and educate on retirement solutions like annuities and investments aligned to client objectives.
• Build and maintain client relationships through consultative approaches and consistent follow-up.
• Manage sales pipeline, document interactions in CRM, and meet sales goals.
• Stay compliant with regulations and current on market trends and products.

Requirements

• Active Series 6 and 63 licenses required
• Active Life Insurance license required
• Minimum 3 years financial services or consultative sales experience, preferably in retirement planning.
• Proven remote relationship-building skills and pipeline management.
• Proficiency with CRM systems and business tools.
• Preference for IAR designation, Series 7, or willingness to obtain.

Nice to have

• Experience with educators or affinity markets.
• Inbound sales or call center experience.
• Familiarity with retirement income planning and annuities.

Culture & Benefits

• Comprehensive benefits: medical, dental, vision, 401(k) with company match.
• Full-time remote work within US business hours (CT).
• Focus on educator financial security and long-term planning.
• EOE commitment to diversity.