Annuity Training & Field Growth Specialist

Integrity; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Integrity, LLC, based in Dallas, TX, is seeking a results-driven Sales & Training professional focused on life insurance and annuities. This on-site role requires 50% travel to agency sites to train on products and sales strategies and to support field growth.

Responsibilities include daily sales activities, agent support and development, weekly trainings, carrier relationship management, CRM reporting, and collaboration with internal teams. Spanish speaking is a plus.

Qualifications

• Strong sales background required.
• Life insurance experience preferred.
• Excellent communication and technical proficiency.

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.
• 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)

Job description

Integrity, LLC, based in Dallas, TX, is seeking a results-driven Sales & Training professional focused on life insurance and annuities. This on-site role requires 50% travel to agency sites to train on products and sales strategies and to support field growth.

Responsibilities include daily sales activities, agent support and development, weekly trainings, carrier relationship management, CRM reporting, and collaboration with internal teams. Spanish speaking is a plus.