Traveling Annuity & Life Insurance Field Trainer

PHP Agency, Inc.; Dallas (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Integrity is seeking a remote-friendly, on-site in Dallas, TX-based Annuity Wholesaler & Field Trainer to lead sales activities, train agents, and manage field relationships. The candidate will travel up to 50% to agency sites to educate on life insurance and annuities, design cases, and drive growth through field engagement.

Responsibilities include weekly live and virtual training, product selection assistance, and maintaining CRM accountability.

Qualifications

• Strong sales background required.
• Life insurance experience preferred.
• Strong communication and technical expertise.

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.
• Assist with product selection, illustrations, and sales strategies.
• Serve as a trusted advisor to the field.
• Conduct weekly live and virtual training for agents.
• Educate agents on annuity products and how to properly select them.
• Maintain relationships with carrier wholesalers to stay current on products and updates.
• Support agents in product positioning.
• Maintain strong CRM tracking and accountability reporting.
• Collaborate with internal departments and case managers.
• Daily and weekly activity tracking including calls and training sessions.
• Growth of viable sales opportunities.
• Accurate reporting and accountability for pipeline.

Skills

Sales background

Life insurance

Communication skills

Technical proficiency

Spanish preferred

Job description

Integrity is seeking a remote-friendly, on-site in Dallas, TX-based Annuity Wholesaler & Field Trainer to lead sales activities, train agents, and manage field relationships. The candidate will travel up to 50% to agency sites to educate on life insurance and annuities, design cases, and drive growth through field engagement.

Responsibilities include weekly live and virtual training, product selection assistance, and maintaining CRM accountability.