Sr Annuity Specialist (Pre-Set Appointments)

Key Responsibilities

• Conduct in-person, consultative appointments with pre-qualified clients who have active living trusts.
• Analyze client financial profiles to identify gaps in retirement income, market exposure, and capital preservation.
• Design and present tailored Fixed Indexed Annuity (FIA) and safe-money income strategies to protect wealth and guarantee lifetime income.
• Collaborate with our dedicated internal processing and case-design teams to streamline application submission and policy delivery.
• Maintain a high closing ratio while delivering an exceptional client experience across your territory.
• Candidate Qualifications:
• Active Life Insurance Producer’s License (Required).
• 5+ years of active experience specializing in Fixed Indexed Annuities (FIAs) and retirement income planning.
• Demonstrated track record of $2M+ in annual FIA production (or equivalent top-tier sales volume).
• Strong consultative closing skills with an empathetic, client-first communication style.
• Comfortable working in an independent, commission-based 1099 structure with uncapped income potential.
• What We Provide (Benefits & Support):
• 100% Pre-Scheduled Client Appointments: Zero cold calling, door knocking, or paying out-of-pocket for leads; your calendar is filled with high-intent prospects.
• Full Back-Office & Case Support: Our internal operations team handles administrative paperwork, carrier follow-ups, and case design so you can stay in front of clients.
• Uncapped Compensation: High-performing commission splits with quarterly activity bonuses and incentive trips.
• Turnkey Infrastructure: A proven presentation methodology and estate review framework to maximize conversion rates.