Annuity Sales Specialist

Launch That • Orlando, FL

1d • Hybrid

About The Position

Launch That is seeking a driven Annuity Sales Specialist to work directly with Annuity.org, a fast-growing, content-led annuity marketplace. Annuity.org is dedicated to helping consumers make confident retirement income decisions by bridging the gap between high-quality financial education and personalized professional advice.

This role will work closely with our Senior Annuity Sales Manager, playing a critical part in expanding our sales pipeline and optimizing lead outcomes for the Annuity.org brand.

This position is intentionally designed as a career-track role; over time, you will have the opportunity to become a licensed, producing annuity advisor.

Requirements

• 2+ years in sales, sales support, or lead-driven customer engagement.
• Interpersonal skills and the ability to write professional, persuasive copy.
• Hands-on experience working with CRMs and a deep appreciation for data integrity.
• Detail-oriented and process-minded
• Passion for finding "leaks" in a process and fixing them.
• Willingness to obtain Life & Annuity licensing.

Nice To Haves

• Prior experience in annuities, life insurance, or wealth management.
• Experience in high-volume appointment setting or lead qualification environments.
• Sales expertise from another industry (SaaS, Real Estate, etc.) looking to transition into the financial sector.
• Familiarity with compliance-driven sales workflows.

Responsibilities

• Re-activating aged, orphaned, and high-potential annuity leads via strategic phone and email outreach.
• Conducting initial discovery to assess lead suitability (age, assets, state residency, timeline, and intent).
• Providing rapid, professional first-touch responses to inbound inquiries and advisor requests generated through Annuity.org.
• Maintaining meticulous CRM records, ensuring lead statuses, outcomes, and follow-up tasks are always accurate.
• Coordinating lead routing, assisting with appointment setting, and supporting advisor workflows to prevent lead leakage.
• Assisting with basic case research, premium tracking, and gathering customer testimonials to support brand authority.
• Assisting licensed advisors with technical illustrations, rate comparisons, and complex paperwork.
• Participating in supervised product discussions (MYGAs, SPIAs, FIAs, etc.).
• Managing "interest-only" or overflow lead segments under senior guidance.
• Transitioning into an in-house annuity producer role for select lead segments.

Benefits

• Launch That covers 100% of the premium cost for employee-only medical coverage for all full-time benefit eligible team members!
• We also offer 100% employer paid short- and long-term disability insurance, competitive compensation, paid time off, 20 days of paid parental leave after 90 days, a 401k retirement plan, paid volunteer opportunities and more!
• We work hard and appreciate work/life balance, so all of our team members enjoy a company-wide Holiday Break from December 24th - January 1st each year!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees