Annuity Field Trainer & Wholesaler

PHP Agency Inc; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Integrity, LLC is a leading independent distributor of life, health and wealth insurance products with a strong insurtech focus. This on-site Dallas role trains agents, designs sales strategies, and supports field growth through guidance and live training opportunities.

The position drives CRM usage, carrier relations, and performance tracking while collaborating with internal teams to position products effectively for clients nationwide.

Qualifications

• Strong sales background required.
• Life insurance experience preferred.
• Strong communication and technical expertise.
• Spanish speaking preferred.

Responsibilities

• Conduct daily sales activities including calls, case design, and product consultations.
• Drive accountability and production through field engagement and relationship building.
• Conduct up to 6 live office visits per month to support field growth.
• Provide high-level support to agents with a focus on teaching rather than doing the work for them.
• Assist with product selection, illustrations, and sales strategies.
• Serve as a trusted advisor to the field.
• Conduct weekly live and virtual training for agents.
• Educate agents on annuity products and how to properly select them.
• Maintain relationships with carrier wholesalers to stay current on products and updates.
• Support agents in product positioning.
• Maintain strong CRM tracking and accountability reporting.
• Collaborate with internal departments and case managers.
• Daily and weekly activity tracking including calls and training sessions.
• Growth of viable sales opportunities.
• Accurate reporting and accountability for pipeline.

Skills

Strong sales background

Life insurance experience

Strong communication

Spanish speaking (preferred)

Tools

CRM software

Job description

Integrity, LLC is a leading independent distributor of life, health and wealth insurance products with a strong insurtech focus. This on-site Dallas role trains agents, designs sales strategies, and supports field growth through guidance and live training opportunities.

The position drives CRM usage, carrier relations, and performance tracking while collaborating with internal teams to position products effectively for clients nationwide.