Annuity Sales Representative in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Annuity Sales Representative based in United States.

This role offers the opportunity to help customers make informed decisions about annuity products and their long-term financial security.
As an early member of an emerging sales function, you will help shape how customers experience and purchase annuity solutions.
You will engage prospective customers through inbound and outbound channels, understand their individual needs, and recommend appropriate solutions.
The position combines consultative selling, relationship building, customer education, and end-to-end pipeline management.
You will also provide valuable customer insights that can influence product development, sales processes, and platform improvements.
Success requires strong insurance expertise, confident communication, resilience, and a genuine commitment to transparent customer service.
This is a fully remote opportunity in a fast-paced environment where high performance and continuous improvement are highly valued.

• Engage prospective customers through inbound and outbound phone calls, email, and SMS communications.
• Educate customers on annuity products, processes, and purchasing requirements in a clear and transparent manner.
• Conduct thorough discovery conversations to understand customers’ financial needs and goals and position appropriate solutions accordingly.
• Build trusted customer relationships while working toward monthly and quarterly sales conversion targets.
• Guide customers throughout the application and purchasing journey, providing timely follow-up and removing obstacles where possible.
• Manage and maintain an active customer pipeline, ensuring prospects receive consistent and appropriate follow-up.
• Use CRM tools to document customer interactions, track opportunities, and maintain accurate pipeline information.
• Identify customer friction points and share actionable feedback with product and engineering teams to improve the annuity experience.
• Contribute to the development and refinement of sales scripts, outreach strategies, workflows, and processes for a growing product category.
• Create positive customer experiences that encourage referrals and strengthen long-term relationships.
• Adapt quickly to evolving products, processes, customer needs, and business priorities while maintaining a high standard of professionalism.

• Active Life and Health Insurance License is required.
• Completion of applicable state-required annuity suitability training and certifications.
• 7+ years of experience in annuity, life, or health insurance sales.
• 2–3 years of direct-to-consumer annuity telesales experience; experience with Fixed, Fixed-Index, or MYGA products is preferred.
• Demonstrated history of strong sales performance and sophisticated techniques for handling and overcoming customer objections.
• Strong proficiency with Salesforce or an equivalent CRM/sales platform.
• Excellent verbal communication skills and a confident, professional phone presence.
• Strong customer-service orientation with the ability to educate customers and establish trust.
• Excellent organizational, time-management, prioritization, and multitasking abilities.
• Ability to recognize customer challenges and develop practical solutions to reduce friction.
• Comfortable adapting quickly in a fast-paced, dynamic environment and learning new products and processes.
• Highly motivated, goal-oriented, and driven to achieve strong results.
• Self-directed approach with the ability to take ownership of a customer pipeline and sales objectives.
• Strong relationship-building skills and a genuine passion for helping customers make informed financial decisions.

• Base salary range of $70,000–$400,000 USD, depending on role, level, location, experience, skills, and relevant education or training.
• Uncapped performance compensation.
• Fully remote work environment.
• Comprehensive benefits package designed to support employee health and well-being.
• Multiple medical plan options.
• Vision and dental coverage.
• 401(k) retirement benefits.
• Flexible paid time off.
• 15 paid company holidays.
• Learning and professional development opportunities.
• Supportive and inclusive workplace culture.
• Opportunity to help build and shape a new annuity sales function and product category.