4 часа назад
Annuity Sales Agent (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Annuity Sales Agent (Insurance): Building and growing an annuity business by developing client relationships, assessing retirement income needs, and recommending annuity solutions with an accent on consultative selling, Medicare-related financial considerations, and compliant product guidance. Focus on prospecting, managing a book of business, explaining complex financial concepts, and coordinating comprehensive retirement strategies with Medicare sales professionals.
Location: Hybrid role based primarily in Johnstown, Pennsylvania, with 2–3 days in the office and the remainder working remotely or meeting clients in the field. Additional workspace is available in Altoona, Pennsylvania.
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting agents and clients nationwide.
What you will do
- Generate new and existing business through outbound outreach, referrals, community events, partnerships, and Medicare-related lead sources.
- Assess client retirement income and financial protection needs and recommend appropriate annuity solutions.
- Build, manage, and grow a client portfolio through policy reviews, retirement planning discussions, and ongoing service.
- Maintain expertise in fixed, indexed, and hybrid annuity products, retirement income planning, and Medicare-related considerations.
- Coordinate client strategies and opportunities with Medicare sales professionals.
- Serve as the dedicated annuity specialist while partnering with marketing, operations, and compliance teams to expand the business.
Requirements
- Active Life and Health Insurance License or ability to obtain one.
- At least one year of experience selling annuities, retirement products, insurance products, or related financial services.
- Demonstrated success in business development, sales, and relationship management.
- Strong interpersonal, presentation, and consultative selling skills, including the ability to explain complex financial concepts clearly.
- Professionalism and commitment to compliant sales practices, licensing requirements, carrier guidelines, regulatory standards, and continuing education.
- Proficiency in Microsoft Office and a high school diploma or equivalent education and experience.
Nice to have
- Medicare sales experience or experience serving Medicare-eligible clients.
- Knowledge of fixed, indexed, and hybrid annuity products.
- Experience managing and growing a book of business.
- Experience in retirement income planning or retirement-focused financial products.
Culture & Benefits
- Competitive base salary, uncapped commission, and annual merit bonus.
- Comprehensive training, onboarding, coaching, and ongoing professional development.
- Paid time off, company-paid holidays, and paid parental leave.
- Medical, dental, vision, and pet insurance.
- 401(k) with company matching and mental health support through an Employee Assistance Program.
- Employee Resource Groups and a referral program.
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