Inside Sales Representative (Annuity Sales)

Location: Remote

Pay: Salary plus Commission, 70-75k base plus commission

We are currently working with a growing Life Insurance and Annuity company looking to aggressively expand their Annuity sales team. This role will require current experience selling Annuities and that you are licensed. You will help to educate and guide the end customer through the annuity purchase process from start to close. You will need to know how the different products work, how to sell against other non annuity choices, help the client decide which Annuity solution is best suited for their personal retirement goals, and provide a top notch customer experience.

This is an inside sales role working with the end customer directly (D2C), not a field or external role. The setting is remote work from home using a call center based structure for the sales motions. The leads are vetted and qualified before you get the call. Some outbound calling to existing clients will also be expected. You will also have the ability to help shape the process and the sales playbook along the way with Sr management.  

Responsibilities include:

• Speaking directly to people who are looking to learn more about and purchase an Annuity. Inbound calls, outbound calls, emails and text options are all part of the process. Close and sell annuity products.
• Educating potential clients on annuity differences, what is best and most suitable for the client
• Conducting needs analysis
• Building relationships and trust with the customer
• Providing continuous feedback to Sr leaders, Product team and Technology team to ensure best possible processes and making improvements.
• Help to refine and further develop sales scripts, outreach strategies, and workflow

Qualifications and Skills: 

• Current Life and Health Insurance License (Required)
• Willing to complete Annuity training/certifications as needed
• 2+ years of experience in Inside Sales, or Telesales for Annuity products
• 5+ years of general experience in Annuity or Life insurance sales
• Experience with Salesforce or similar CRM
• Proven sales track record with the ability to overcome objections
• Being a solution finder, how can we make it work
• Strong time management and organizational skills
• Adaptable and able to work in a fast paced, entrepreneurial environment
• Drive to win and be a top performer
• Outstanding communication skills including strong phone presence
• Desire to provide best in class customer service

This is a remote position offering excellent base pay plus one of the best commission payouts in the industry, plus amazing medical and retirement benefits, a great work life balance (40 hour week), a fantastic team to work with and opportunity for advancement.

Interested? Let’s talk. Please email your resume to Jason Keck at jkeck@questpro.com