External Wholesaler-Annuities (Remote)

Posted 22 Hours Ago
Be an Early Applicant
Hiring Remotely in UT, USA
Remote
Junior
Insurance
The Role
Develops annuity brokerage and sales activity by prospecting insurance producers, expanding assigned business territories, building agent relationships, achieving monthly sales targets, and supporting policy placement. The role partners with licensing, underwriting, commissions, case management, and operations teams while maintaining CRM records and staying current on insurance, tax, legislative, and market developments.
Summary Generated by Built In

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Develop and create new business brokerage/sales activity via the distribution of Annuity products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
  • Utilize and understand internal resources to capitalize on team results
  • Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
  • Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
  • Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
  • Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
  • Remain contemporary on relevant industry, legislative and tax-related issues
  • Provide feedback from agents on product marketing, processing and other related customer service issues
  • Make required volume of proactive sales calls as required
  • Maintain accurate customer relationship management (CRM) activity records

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

  • Effective interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Effective time management skills
  • Ability to prioritize and accomplish multiple tasks simultaneously
  • Capable of working independently as well as in a team environment
  • Ability to work in a self-directed fashion
  • Experience with PC's in a Windows environment
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Ability to analyze problems and develop solutions
  • Ability to communicate with individuals at all levels of the organization
  • Bachelor's degree or equivalent education, training and work-related experience
  • Exceptional presentation skills
  • Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
  • Ability to quickly build rapport and trust while interacting with clients and delivering presentations
  • Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
  • Strong life product and/or related product experience
  • Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications
  • Proven track record of progressive sales quota attainment

Preferred Qualifications:

  • Life brokerage experience
  • Strong working knowledge of Crump and appropriate channel/account/product line

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.


Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].


Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.


Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.


Skills Required

  • Effective interpersonal and written communication skills
  • Excellent customer service skills
  • Effective time management and prioritization skills
  • Ability to work independently and in a team environment
  • Self-directed work capability
  • Experience with PCs in a Windows environment
  • Proficiency with Microsoft Office applications
  • Problem analysis and solution development skills
  • Ability to communicate with individuals at all organizational levels
  • Bachelor’s degree or equivalent education, training, and work experience
  • Exceptional presentation skills
  • Two years of successful sales experience with life insurance or related financial services products
  • Ability to build rapport and trust with clients and deliver presentations
  • Proven ability to consistently achieve sales production metrics and maintain client retention and satisfaction
  • Strong life insurance product or related product experience
  • Understanding of insurance and financial industry market issues, trends, and tax ramifications
  • Progressive sales quota attainment track record
  • Life brokerage experience
  • Strong working knowledge of Crump and the relevant channel, account, or product line

AmeriLife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AmeriLife and has not been reviewed or approved by AmeriLife.

  • Strong & Reliable Incentives — Incentive structures offer uncapped commission and performance bonuses that can scale earnings for high producers. Compensation can be attractive for roles that consistently generate sales.
  • Healthcare Strength — Corporate roles include major medical, dental, and vision coverage, with recent additions such as expanded mental‑health sessions. Coverage is positioned as competitive and is viewed positively in several instances.
  • Leave & Time Off Breadth — Time‑off programs include generous PTO, paid maternity benefits, and dedicated volunteer time off. Wellness resources are highlighted alongside leave options for eligible roles.

AmeriLife Insights

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The Company
HQ: Clearwater, FL
1,001 Employees
Year Founded: 1971

What We Do

Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers. For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.

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