Annuity Product Wholesaler

Jack Schroeder and Associates, LLC • Fort Myers, FL

2d • Onsite

About The Position

At Jack Schroeder and Associates (JSA), we take pride in fostering a supportive environment where our employees' dedication directly impacts the exceptional service we provide to our partners. For over 50 years, we've stood out as a brokerage that goes above and beyond to support our agents. With an unmatched back-office support system, advanced technology, and a dedicated team, we make doing business easy and efficient.

Requirements

• At least 5 years of sales experience in the financial or life insurance industry; required.
• Proven experience in annuity sales; required
• Proven experience in sales leadership, with a track record of achieving and exceeding sales targets.
• Strong understanding of the industry and market dynamics.
• Excellent communication, leadership, and interpersonal skills.
• Must possess professional presentation skills.
• Insurance license; required.

Nice To Haves

• Bachelor's degree in business, marketing, or a related field preferred
• Knowledge of Medicare Advantage, Medicare Supplement, Medicare Part D and other Senior Market focused insurance products; preferred.
• Experience in Broker or Provider service, managing key accounts; preferred.

Responsibilities

• Serve as the first line of contact for Insurance agency principals, their downline, and independent JSA agents
• Recruit new Insurance agencies/agents to JSA to sell our portfolio.
• Assist agencies/agents with appointment and onboarding process with carriers we represent.
• Provide novice and advanced levels of training on our insurance plans and tools in the following areas: Marketing Strategies, Cross selling ideas/tools, Prospecting - Lead Generating/Social Media, Sales Process/Sales Tools, Quoting/Underwriting, AML/Compliance, Community marketing
• Ensure that existing JSA agent partners are appointed and certified to sell in the territory
• Manage CO-OP arrangements and assessing the sales activities – with help from management
• Provide exceptional support to all producers
• Conduct meetings/trainings with agents to drive new sales.
• Proactively resolve contract, commission, enrollment, and general service issues that arise.
• Represent JSA at industry events.
• Travel required; up to 30% of time.
• Performs other tasks as assigned.

Benefits

• Competitive salary package based on experience
• Bonus opportunities
• Company-paid premiums for comprehensive healthcare coverage, including medical, dental, and vision for full-time employees
• Free life insurance, ID theft protection, and 401k with match
• Employee Assistance Program and voluntary benefit options for additional protection
• Half-day Fridays with full-day pay during the summer season to promote work-life balance
• Company-paid holidays and immediate paid time off
• Professional development opportunities for skill enhancement and career advancement

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree