We're a growing insurance agency with a strong Medicare book of business and a steady pipeline of clients in or approaching retirement who need help protecting and growing their nest egg. We've built our reputation on education-first client relationships, and our Medicare agents consistently uncover opportunities to help clients with retirement income planning through annuities.
Until now, we've referred this business out. We're bringing it in-house and we're looking for the right person to own this opportunity. Whoever steps into this role inherits a warm, pre-qualified lead source from day one. No cold calling. No buying leads. No prospecting from scratch.
You'll be the agency's go-to expert on annuities, helping retirees and pre-retirees understand how fixed and fixed indexed annuities can fit into their retirement income strategy. You'll work one-on-one with clients referred by our Medicare agents and partner network, and you'll be the face of our educational programs leading webinars, in-person seminars, and community workshops.
This is not a high-pressure cold-sales role. Our clients trust us because we lead with education. We need someone who can do the same.
Compensation: Base salary plus commission. First-year earning potential of $100,000$140,000+, with top performers exceeding $150,000. No prospecting costs leads, marketing, seminar logistics, and CRM are all agency-funded.
Salary Range: $100000.00 - $140000.00 per year
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Career Growth Opportunities
Hands on Training
Responsibilities
Meet with pre-qualified clients referred internally to assess retirement income needs and recommend appropriate annuity solutions
Deliver clear, compelling one-on-one presentations to clients and family members
Host educational webinars and in-person seminars for prospects and existing clients
Build long-term client relationships and serve as their trusted advisor for retirement planning
Coordinate closely with the referring Medicare agent or partner on each case to ensure a smooth client experience
Maintain accurate records in our CRM and complete all carrier paperwork promptly and correctly
Stay current on annuity products, carrier offerings, suitability requirements, and relevant regulatory changes
Work assigned leads thoroughly and follow up consistently every lead is valuable
Hit an annual production target of $5M+ in annuity premium placed
Participate in ongoing training and contribute to a culture of continuous learning
Represent the agency professionally at all client meetings, seminars, and community events
Required: