Top Tech Jobs & Startup Jobs

Conduct outbound phone-based marketing campaigns to generate business development opportunities with financial professionals. Maintain CRM records, support adoption of digital tools through phone and Webex training, answer inbound sales and support inquiries, distribute marketing content, identify additional opportunities, collaborate with sales partners, and assist with teammate training.

Sell life insurance, annuities, long-term care, and disability income insurance to clients and advisors. Conduct discovery, identify coverage gaps, explain products and planning concepts, manage sales activity, complete applications, and guide cases through underwriting and purchase. The role requires active Life and Health insurance licensing, FINRA registrations, insurance sales experience, annuity experience, underwriting knowledge, and proficiency with Microsoft Office.

Develops new annuity brokerage and sales business with insurance agents nationwide through digital outreach and in-person meetings. Responsibilities include prospecting producers, growing assigned territories and books of business, maintaining sales relationships, achieving monthly production goals, coordinating policy placement with internal teams, tracking CRM activity, and staying current on insurance, legislative, and tax issues.

Sells life, annuity, long-term care, and disability insurance to clients and financial advisors remotely. Leads discovery conversations, identifies coverage gaps, explains insurance and planning concepts, completes applications, manages underwriting cases, handles referral calls, and drives sales through purchase. Requires strong knowledge of insurance products, underwriting, estate and business planning, effective communication, and a proven record of meeting sales quotas.

Provide advanced life insurance case design and illustration support to producers: research complex cases, select carriers/products, create marketing materials, prepare compliant sales presentations, and liaise among financial institutions, agents, and carriers to facilitate sales.