My Senior Health Plan

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Licensed Annuity Sales Agent

SalesSalesFull TimeRemoteTeam 11-50Since 2009H1B No SponsorCompany SiteLinkedIn

Location

Tennessee

Posted

6 days ago

Salary

Not specified

High School2 yrs expEnglish

Job Description

• 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.

Job 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.
  • Bilingual (Spanish/English) is a plus.

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.

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