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A leading financial services company seeks a motivated individual for a client consulting role in annuity sales support. The position offers competitive salaries, incentive opportunities, and a supportive company culture focused on professional growth and development. Ideal candidates will have experience in life/annuity products and possess strong communication skills.
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $77,300
- Incentive and bonus opportunities available for all employees
- Access to networking opportunities with diverse Business Resource Groups
- Supportive and inclusive company culture that values ethics and integrity
- Opportunities for professional growth and development through regular meetings and learning content
- Flexibility to work remotely
What to Expect (Job Responsibilities):
- Proactively contact and consult with clients for pre-sale annuity education support
- Build expertise in annuity products, financial planning, and market trends
- Collaborate with the director of new business and key associates to drive sales and increase product awareness
- Maintain sales call data in appropriate systems
- Utilize software tools including Salesforce, Gdrive, and PowerPoint for sales support
What is Required (Qualifications):
- High School Diploma
- Minimum of 2 years' working experience with life/annuity clients
- At least 1 year of experience in internal wholesaling or providing sales solutions in financial services
- Must possess a State Life & Health license at the time of application or obtain within 180 days of hire
- Proven communication skills, both written and verbal
How to Stand Out (Preferred Qualifications):
- Over 2 years’ experience internal wholesaling with life/annuity products
- Experience working with Independent Marketing Organizations (IMOs)
- Strong self-management skills, including time management and prioritization
- Working knowledge of Microsoft Office, especially Outlook, Excel, and PowerPoint
- Extensive knowledge of individual life insurance products and trends
#FinancialServices #Annuities #SalesSupport #RemoteWork #DiversityAndInclusion
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