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Annuity Sales Consultant - Empower Clients Financially

Remote: 
Full Remote
Contract: 
Experience: 
Junior (1-2 years)
Work from: 
Texas (USA), United States

Offer summary

Qualifications:

Previous sales experience in financial services, Bachelor's degree in a related field, Current Life Insurance License or ability to obtain, Proficient with online tools and software, Strong business acumen and problem-solving skills.

Key responsabilities:

  • Engage with clients through virtual meetings
  • Design customized annuity solutions for clients
  • Manage the sales process and complete transactions
  • Maintain accurate documentation and client records
  • Collaborate with the sales team for success
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Job description

Logo Jobgether

Your missions

Description

Join a dynamic team dedicated to transforming lives and empowering clients to achieve financial success! This Remote Insurance Professional position in Annuity Sales is perfect for motivated and ambitious individuals passionate about helping others and excited about earning potential.

Responsibilities

  • Client Engagement: Connect with clients through virtual meetings, understand their needs and goals, build genuine relationships, and guide them through their annuity options.
  • Customized Solutions: Design and present tailored annuity solutions to help clients achieve their retirement goals, including additional services like health insurance consultations and social security maximization.
  • Sales and Service: Handle all aspects of the sales process, from initial consultation to finalizing paperwork, ensuring transactions are completed accurately and efficiently.
  • Administrative Duties: Manage client records and maintain accurate documentation, staying informed about industry trends and changes for up-to-date advice.
  • Team Collaboration: Work with a supportive sales team dedicated to your success, participating in team meetings and coaching sessions to refine skills and strategies.

Why You'll Love This Role

  • Flexibility and Independence: Enjoy the freedom of working from home with flexible hours that fit your lifestyle while earning a competitive income.
  • High Earning Potential: Achieve substantial income through commission-based earnings, with success tied to your efforts and dedication.
  • Meaningful Work: Make a real impact in clients’ lives by helping them secure their financial future, with your work valued and celebrated.

Who We're Looking For

  • Experience: Previous sales experience, especially in financial services, is a plus, along with a proven track record of success in inspiring and managing teams.
  • Skills: Excellent communication and relationship-building skills, along with strong business acumen and problem-solving abilities.
  • Technology: Proficient with online booking tools, virtual meeting platforms, and basic office software (e.g., MS Word, Excel, PowerPoint); experience with Salesforce is a plus.
  • Education: Bachelor's degree in Management, Business Administration, Marketing, or a related field.

Requirements

  • Licensing: Current Life Insurance License or ability to obtain one, with good credit and no tax liens.
  • Flexibility: Ability to work a flexible schedule, including some weekends and holidays, with a willingness to travel as needed.

Ready to ignite your career? If you're driven to make a difference, earn a competitive income, and thrive in a supportive and dynamic environment, apply today and take the next step in your rewarding career journey!

Employment Type: Full-Time

Required profile

Experience

Level of experience: Junior (1-2 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
Check out the description to know which languages are mandatory.

Hard Skills

Soft Skills

  • verbal-communication-skills
  • administrative-functions
  • microsoft-powerpoint
  • Problem Solving
  • microsoft-excel
  • virtual-collaboration
  • Relationship Building
  • Business Acumen
  • microsoft-word

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