Remote Hybrid Annuity Growth Strategist

GBU Life; Pittsburgh (Allegheny County); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental Vision

401(k) + match

Paid FMLA

Pension Plan

Long-term & Short-term Disability

Life Insurance & AD&D

PTO & VTO

Job summary

GBU Life is seeking a Hybrid Annuity Wholesaler to grow annuity sales across an assigned territory using proactive producer recruitment, digital engagement, and strategic planning.

The role emphasizes a virtual-first approach, leveraging phone, video, email, and CRM tools to advance opportunities, with travel to support key relationships and events. A strong track record in wholesaling and distribution is required.

Qualifications

• Bachelor's degree or equivalent experience.
• At least four years in wholesaling, annuity sales, or financial services.
• Knowledge of annuity products and retirement income solutions.
• Proven ability to recruit, activate, and retain producers.
• Experience managing sales territory, pipeline, and forecasts.
• Strong virtual selling, presentation, and relationship-building skills.
• Proficiency with CRM systems and sales analytics.
• Willingness to travel within the assigned territory.

Responsibilities

• Develop and execute a territory sales plan aligned with growth targets.
• Recruit, develop, activate, and retain producers and distribution partners.
• Identify opportunities based on producer potential, production, and market conditions.
• Build relationships to drive new business, repeat production, and territory growth.
• Prospect and convert opportunities from contact to ongoing production.
• Qualify opportunities, address objections, and secure next steps.
• Support producers with product knowledge and sales resources.
• Engage digitally through calls, virtual meetings, webinars, and campaigns.
• Manage CRM activity, pipeline, and sales forecasts.
• Travel to support priority relationships and events as needed.

Skills

Producer relationships

Territory management

Virtual selling

CRM usage

Objection handling

Communication

Education

Bachelor's degree in business/finance/marketing or related

Tools

CRM systems

Digital sales tools

Job description

GBU Life is seeking a Hybrid Annuity Wholesaler to grow annuity sales across an assigned territory using proactive producer recruitment, digital engagement, and strategic planning.

The role emphasizes a virtual-first approach, leveraging phone, video, email, and CRM tools to advance opportunities, with travel to support key relationships and events. A strong track record in wholesaling and distribution is required.