Annuity Solutions Consultant

Advisors Excel; Topeka (KS); In loco; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401k with match

PTO

Descrizione del lavoro

Advisors Excel is seeking an experienced Annuity Solutions Consultant to partner with independent financial advisors and their clients, identify opportunities, present annuity solutions, and drive sales growth. You will spend time meeting clients by phone and Zoom, while building trusted relationships with advisors to convert qualified opportunities into revenue.

In this role, you will navigate the annuity sales process, manage a robust pipeline, and collaborate with carriers and internal teams

Competenze

• 3+ years of sales experience in annuities or financial services.
• Proven ability to build relationships and close business.
• Active Life and Health insurance license or the ability to obtain one.

Mansioni

• Meet with clients by phone/Zoom to discuss opportunities, present solutions, and close business.
• Partner with financial advisors to identify qualified opportunities and convert them into sales.
• Build strong relationships with clients while helping them make informed retirement planning decisions.
• Manage your pipeline, follow up on opportunities, and move from initial conversation through application submission.
• Grow annuity production by delivering an exceptional client experience and becoming a trusted resource for advisors and their clients.
• Work closely with advisors, carriers, and internal teams to deliver a smooth experience and drive successful outcomes.

Conoscenze

Sales experience

Relationship building

Communication skills

Time management

Prospecting

Formazione

Bachelor's degree

Strumenti

CRM software

Descrizione del lavoro

Reporting to: Director of AE Insurance Solutions

Location: Topeka, KS - Onsite

Overview:

Are you an experienced annuity producer who loves closing the sale but is tired of spending your day chasing cold leads? As an Annuity Solutions Consultant, you'll partner with financial advisors and their clients to identify opportunities, recommend solutions, and drive annuity sales growth.

In this role, you'll leverage trusted independent advisor relationships to connect directly with clients, uncover needs, present solutions, and guide them through the decision-making process. While you'll build strong partnerships with advisors, much of your time will be spent meeting with clients by phone and Zoom, helping them evaluate options and confidently move forward with annuity solutions that fit their goals.

Unlike many sales roles, you'll spend less time prospecting and more time engaging with qualified opportunities generated through trusted advisor relationships. This is an opportunity to focus on what you do best: building trust, helping clients make informed decisions, and closing business.

What you’ll do:

• Meet with clients by phone and Zoom to discuss annuity opportunities, present solutions, and close business.
• Partner with financial advisors to identify qualified opportunities and convert them into sales.
• Build strong relationships with clients while helping them make informed retirement planning decisions.
• Manage your pipeline, follow up on opportunities, and keep business moving from initial conversation through application submission.
• Grow annuity production by delivering an exceptional client experience and becoming a trusted resource for advisors and their clients.
• Work closely with advisors, carriers, and internal teams to deliver a smooth experience and drive successful outcomes.

Experience you’ll bring:

• 3+ years of sales experience in annuities, insurance, financial services, or a related industry.
• Proven ability to build relationships, identify client needs, and close business.
• Strong knowledge of annuity products and the annuity sales process.
• Excellent verbal, written, and presentation skills.
• Strong organizational skills with the ability to manage multiple opportunities and follow-up activities simultaneously.
• Active Life and Health insurance license or the ability to obtain one.

Bonus Points:

• Experience working with independent financial advisors, producer or insurance agents.
• Experience working with annuity carriers and application platforms.
• Bachelor's degree in business, finance, marketing, or a related field.
• Advanced knowledge of retirement income or annuity planning strategies.

What you’ll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.