Client-Focused Annuity Solutions Consultant

Advisors Excel

Topeka (KS)

On-site

USD 60,000 - 90,000

Full time

4 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with match

PTO

Job summary

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

Qualifications

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.

Responsibilities

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.