Hybrid Annuity Sales Pro with Leads & PTO

Leverage Planning; Omaha (NE); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Unlimited paid time off

Equipment provided

Hybrid schedule

Marketing-generated leads

Job summary

Leverage Annuities in Omaha, NE, seeks an Annuity Sales Representative to connect with retirees and pre-retirees. You will handle outbound calls, establish trust, present solutions from top carriers, and guide clients through underwriting and onboarding.

This role blends in-office and remote work, with a strong emphasis on listening and questioning over scripts. You’ll use a consultative approach, explain complex financial concepts in plain language, and stay highly organized with CRM-driven

Qualifications

• 1+ years of sales experience exceeding KPI metrics.
• Prior outbound calling or phone sales experience.
• Comfort with high-volume outbound calling and resilience.
• Willingness to obtain Life & Health insurance license, plus state licenses as needed.
• Strong consultative approach; lead with questions, not products.
• Ability to explain complex financial concepts in plain language.
• Tech-enabled with CRM and digital communication tools.
• Highly organized with strong follow-up habits.
• Coachable, competitive, and consistent.

Responsibilities

• Make outbound calls to marketing-generated leads across the country.
• Lead discovery conversations to understand retirement goals and timelines.
• Determine fit and honestly say when we cannot help.
• Present annuity solutions, including Fixed Indexed Annuities, clearly.
• Run illustrations and income scenarios with top carrier partners.
• Guide clients from first call through application, underwriting, and onboarding.
• Engage via phone, email, text, and virtual meetings.
• Keep clean records and logs in Salesforce.
• Manage own calendar and follow-up conversations that happen.
• Collaborate to improve process and client experience.

Skills

Sales experience

Outbound calling

CRM tools

Consultative selling

Communication of complex ideas

Highly organized

Coachable and competitive

Tools

CRM

Job description

Leverage Annuities in Omaha, NE, seeks an Annuity Sales Representative to connect with retirees and pre-retirees. You will handle outbound calls, establish trust, present solutions from top carriers, and guide clients through underwriting and onboarding.

This role blends in-office and remote work, with a strong emphasis on listening and questioning over scripts. You’ll use a consultative approach, explain complex financial concepts in plain language, and stay highly organized with CRM-driven