Annuity Specialist

Insurance Agency Marketing Services, Inc.; Omaha (NE); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

PTO + paid holidays

Health/dental/vision insurance with HS

401(k) with employer match

Ongoing training & career growth

Job summary

Insurance Agency Marketing Services, Inc. in Omaha seeks a results-driven sales professional to expand relationships with independent agents and advisors nationwide. You will drive fixed indexed annuity activity, coordinate illustrations, and coach partners while supporting licensing if needed.

The role is full-time, in-office in Omaha, with standard hours. Realistic first-year total pay is $75,000+ with top performers at $125,000+.

Qualifications

• 1+ year in financial services or carrier internal sales, agency, or IMO preferred.
• Comfortable making outbound calls and building relationships quickly.
• Organized follow-up habits and strong communication

Responsibilities

• Develop and grow relationships with independent agents and advisors nationwide (existing book + new recruiting).
• Drive fixed indexed annuity (FIA) activity by uncovering live cases, gathering case details, and coordinating illustrations.
• Coach independent agents and advisors on growing and scaling their business.
• Maintain consistent outbound activity (calls, follow-ups, scheduled agent check-ins).
• Document activity and opportunities in the CRM to ensure clean handoffs and momentum

Skills

Outbound calls

Relationship building

Communication

Follow-up

CRM usage

Tools

CRM

Job description

Growth is happening at Insurance Agency Marketing Services (IAMS)—and we’re looking to scale with the right people. As we celebrate 40 years in the financial industry, we continue to grow as a leading wholesale insurance marketing organization (IMO), building on a strong foundation of relationships and results.

Realistic Year 1 total pay (base + bonus): $75,000+

Top performer Year 1 total pay (base + bonus): $125,000+

Insurance license not required (we’ll support licensing if needed).

What you’ll do

• Develop and grow relationships with independent agents and advisors nationwide (existing book + new recruiting)
• Drive fixed indexed annuity (FIA) activity by uncovering live cases, gathering case details, and coordinating illustrations
• Coach independent agents and advisors on growing and scaling their business
• Maintain consistent outbound activity (calls, follow-ups, scheduled agent check-ins)
• Document activity and opportunities in the CRM to ensure clean handoffs and momentum

What success looks like (first 60–90 days)

• Confident in our financial products, product positioning, and marketing solutions
• Managing a pipeline of active agent and advisor conversations and case opportunities
• Consistently creating new indexed annuity opportunities

Ideal background (we’re targeting experienced insurance pros)

• 1+ year in financial services (carrier internal sales, agency, or another IMO strongly preferred)
• Comfortable making outbound calls and building relationships quickly
• Organized follow-up habits and strong communication
• Motivated by performance pay and growth

Schedule & Location

• Full-time, in-office (Omaha)
• Standard business hours: Monday–Friday, 7:45am–5:00pm

Benefits (edit as needed)

• PTO + paid holidays
• Health/dental/vision insurances with employer HSA contribution
• 401(k), with employer match
• Ongoing training & career growth path