Licensed Annuity Sales Agent

My Senior Health Plan • Brentwood, TN

3d • Remote

About The Position

We are looking for a licensed and experienced Annuity Sales Agent to join our telesales team. In this role, you will engage with prospective and existing clients over the phone and through virtual platforms to provide tailored annuity solutions. This is a high-impact, client-facing role ideal for professionals who thrive in a fast-paced, phone-based sales environment.

Requirements

• Active Licensure is required.
• Insurance carrier appointments are required.
• 2+ years of telesales or phone-based sales experience in financial services.
• Strong knowledge of annuity products (fixed, indexed, and variable).
• Excellent verbal communication and consultative selling skills.
• Comfortable using CRM systems, call center software, and virtual meeting tools.
• Self-disciplined, goal-oriented, and able to work independently in a remote environment.

Nice To Haves

• Bilingual (Spanish/English) is a plus.

Responsibilities

• Conduct inbound and outbound telesales calls to educate clients on annuity products.
• Use virtual tools (e.g., Zoom, CRM dialers, e-signature platforms) to complete the full sales cycle remotely.
• Perform needs-based assessments to recommend appropriate financial protection and retirement income solutions.
• Follow up with (warm) leads generated through marketing campaigns, referrals, and CRM systems.
• Maintain accurate and timely documentation of all client interactions and sales activities.
• Stay informed on product updates, compliance requirements, and industry trends.
• Consistently meet or exceed telesales performance metrics and conversion goals.

Benefits

• Competitive compensation based on experience.
• Health, Dental, Vision, and Life Insurance (75% employer-paid!).
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
• 401(k) with match + profit-sharing.
• Paid vacation, sick time, and holidays, including the week of Christmas off with pay
• Fully remote.
• A supportive, growth-oriented work culture.
• No cold calls, all warm leads.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed