Annuity Wholesaler & Field Trainer

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

Core Responsibilities: This role requires 50% travel to agency sites to train on life insurance and annuities products and sales strategies.

Sales & Production

• 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.

Agent Support & Development

• 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.

Training & Education

• Conduct weekly live and virtual training for agents.
• Educate agents on annuity products and how to properly select them.

Carrier & Product Relationship Management

• Maintain relationships with carrier wholesalers to stay current on products and updates.
• Support agents in product positioning.

Operational Responsibilities

• Maintain strong CRM tracking and accountability reporting.
• Collaborate with internal departments and case managers.

KPIs & Performance Metrics

• Daily and weekly activity tracking including calls and training sessions.
• Growth of viable sales opportunities.
• Accurate reporting and accountability for pipeline.

Qualifications

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

Job Type:

• Full-time, on-site in Dallas, TX.
• 50% travel expected.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.