5 часов назад
Annuity Wholesaler & Field Trainer (Life Insurance & Annuities)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Annuity Wholesaler & Field Trainer (Life Insurance & Annuities): Supporting agents and driving annuity and life insurance sales through product consultations, case design, field engagement, and recurring live and virtual training with an accent on agent development, product positioning, and sales accountability. Focus on conducting agency-site visits, maintaining carrier relationships, and tracking pipeline activity and production through CRM reporting.
Location: Dallas, TX; full-time, on-site with 50% travel to agency sites
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving independent agents and clients nationwide.
What you will do
- Conduct daily sales activities, including calls, case design, product consultations, and sales-strategy support.
- Drive agent accountability and production through field engagement and relationship building.
- Conduct up to six live office visits per month and travel to agency sites for training and field support.
- Advise agents on product selection, illustrations, annuity education, and product positioning.
- Deliver weekly live and virtual training focused on annuity products and effective sales strategies.
- Maintain carrier wholesaler relationships and collaborate with internal departments and case managers.
Requirements
- Strong sales background required.
- Strong communication skills and technical expertise.
- Ability to work on-site in Dallas, TX and travel approximately 50%.
- Ability to maintain CRM tracking, activity reporting, and pipeline accountability.
Nice to have
- Life insurance experience.
- Spanish-speaking ability.
Culture & Benefits
- Family-like, people-first work environment.
- Hyper-growth company with professional development opportunities.
- Competitive compensation package and benefits.
- Supportive culture focused on career growth and recognition.
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