Annuity Wholesaler & Field Trainer

Integrity

Dallas (TX)

Hybrid

USD 70,000 - 95,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Integrity in Dallas, TX is seeking an Annuity Wholesaler & Field Trainer to train agents on life insurance and annuities, with 50% travel to agency sites. This full-time role involves conducting live and virtual trainings, case design, and sales strategy guidance.

The ideal candidate has a strong sales background, life insurance experience, excellent communication skills, and may speak Spanish. You will maintain CRM records and support field growth through hands-on coaching.

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.
  • Educate agents on annuity products and how to properly select them.
  • Maintain CRM tracking and accountability reporting.

Skills

Strong sales background
Life insurance experience
Strong communication
Spanish speaking

Job description

## Annuity Wholesaler & Field TrainerApplyremote type: Hybridlocations: Dallas, TXtime type: Full timeposted on: Posted Todayjob requisition id: JR4488**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.*
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Annuity Wholesaler & Field Trainer
Annuity Wholesaler & Field Trainer

PHP Agency, Inc. • Dallas (TX)

Hybrid
USD 70,000 - 90,000
Annuity Wholesaler & Field Trainer
Annuity Wholesaler & Field Trainer

PHP Agency Inc • Dallas (TX)

On-site
USD 70,000 - 110,000
Traveling Annuity & Life Insurance Field Trainer
Traveling Annuity & Life Insurance Field Trainer

PHP Agency, Inc. • Dallas (TX)

Hybrid
USD 70,000 - 90,000
Retirement Protection Specialist
Retirement Protection Specialist

Integrity • Johnstown

Hybrid
USD 52,000 - 120,000
Annuity Field Trainer & Wholesaler
Annuity Field Trainer & Wholesaler

PHP Agency Inc • Dallas (TX)

On-site
USD 70,000 - 110,000
Hybrid Annuity & Life Insurance Field Trainer
Hybrid Annuity & Life Insurance Field Trainer

Insurance Administrative Solutions, L.l.c. • Dallas (TX)

Hybrid
USD 70,000 - 95,000
Operations Supervisor (Insurance / Financial Services)
Operations Supervisor (Insurance / Financial Services)

Integrity • Dallas (TX), Northern (KY)

Hybrid
USD 70,000 - 90,000
Retirement Income Designer
Retirement Income Designer

Integrity • Fort Wayne (IN), Northern (KY)

Hybrid
USD 55,000 - 75,000
Agent Licensing & Contracting Coordinator
Agent Licensing & Contracting Coordinator

Integrity • Connecticut

Hybrid
USD 52,000 - 78,000
Office Administrator/Receptionist
Office Administrator/Receptionist

Integrity • Dallas (TX)

Hybrid
USD 32,000 - 42,000