Annuity Wholesaler & Field Trainer
About The Position
This role requires 50% travel to agency sites to train on life insurance and annuities products and sales strategies. The Annuity Wholesaler & Field Trainer will conduct daily sales activities including calls, case design, and product consultations. They will drive accountability and production through field engagement and relationship building, conducting up to 6 live office visits per month to support field growth. The role involves providing high-level support to agents, focusing on teaching them rather than doing the work for them, and assisting with product selection, illustrations, and sales strategies, serving as a trusted advisor to the field. Additionally, the position includes conducting weekly live and virtual training for agents, educating them on annuity products and proper selection. The role also entails maintaining relationships with carrier wholesalers to stay current on products and updates, and supporting agents in product positioning. Operational responsibilities include maintaining strong CRM tracking and accountability reporting, and collaborating with internal departments and case managers. Key performance indicators include daily and weekly activity tracking (calls, training sessions), growth of viable sales opportunities, and accurate reporting and accountability for the pipeline.
Requirements
- Strong sales background required.
- Strong communication and technical expertise.
Nice To Haves
- Life insurance experience preferred.
- Spanish speaking preferred.
Responsibilities
- Conduct daily sales activities including calls, case design, and product consultations.
- Drive accountability and production through field engagement and relationship building.
- Conduct up to 6 live office visits per month to support field growth.
- Provide high-level support to agents with a focus on teaching rather than doing the work for them.
- Assist with product selection, illustrations, and sales strategies.
- Serve as a trusted advisor to the field.
- Conduct weekly live and virtual training for agents.
- Educate agents on annuity products and how to properly select them.
- Maintain relationships with carrier wholesalers to stay current on products and updates.
- Support agents in product positioning.
- Maintain strong CRM tracking and accountability reporting.
- Collaborate with internal departments and case managers.
Benefits
- Competitive compensation package
- Benefits that make work more fun
- Benefits that give you and your family peace of mind
- Professional opportunities for career acceleration
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
