Note: The job is a remote job and is open to candidates in USA. Leverage Planning helps clients use annuities for growth, income, and financial protection. The Senior Annuity Sales Representative will consult with pre-retirees and retirees, evaluate their retirement goals, recommend suitable annuity strategies, and guide clients through application, underwriting, and onboarding using company-generated leads.
Responsibilities
- Meet with warm, marketing-generated leads booked directly on your calendar
- Lead discovery conversations to understand each person's retirement picture, goals, timeline, and concerns
- Evaluate each client's situation and recommend appropriate guaranteed income strategies
- Determine whether we can genuinely help, and say so honestly when we cannot
- Present and explain annuity solutions, including Fixed Indexed Annuities, in plain, confident language
- Run illustrations and income scenarios using products from our top-rated carrier partners
- Guide clients from first conversation through application, underwriting, and onboarding
- Engage via phone, email, text, and virtual meetings, wherever clients are
- Keep clean records, activity logs, and follow-ups in Salesforce
- Collaborate with the team to keep improving the process and the client experience
Skills
- 3+ years of annuity sales experience exceeding KPI metrics
- Active Life & Health insurance license
- Willingness to obtain non-resident licenses in additional states as needed
- Prior phone and video sales experience
- Strong consultative approach, meaning you lead with questions, not products
- Ability to explain complex financial concepts in plain language
- Comfort in a technology-enabled environment with CRM and digital communication tools
- Highly organized with strong follow-up habits
- Self-directed and consistent, able to sustain production without day-to-day oversight
- Experience recommending Fixed Indexed Annuities
- Familiarity with annuity illustration platforms and major carriers
- Experience working with retirement-age clients
- Salesforce experience
Benefits
- 10% of the commission the company receives on business you close, uncapped
- Health insurance - company subsidized for employees and families
- 401(k) retirement plan with company match
- Unlimited paid time off
- Technology and equipment provided
- Fully remote, work from anywhere in the U.S.
- Marketing-generated leads, no self-generated prospecting
Company Overview