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Senior Manager, Annuities Sales in United States at Jobgether

NewJob Function: Executive/Management
Jobgether
United States, United States
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Job Description

Senior Manager, Annuities Sales

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Manager, Annuities Sales in the United States.

This leadership role sits at the forefront of a fast-growing fintech environment, focused on building and scaling a next-generation annuities sales platform designed to simplify retirement income solutions. You will own both strategy and execution across sales and operations, acting as a hands-on leader who actively drives revenue while shaping the long-term go-to-market model. The role blends deep financial services expertise with modern, data-driven sales leadership in a highly regulated, customer-centric space. You will build and coach high-performing teams, define scalable processes, and directly influence product and marketing strategy through customer insights. This is a highly visible position where commercial leadership, analytical thinking, and operational excellence converge. The environment is fast-paced, remote-first, and strongly focused on ownership, innovation, and performance impact.

Accountabilities:
  • Own the full annuities sales funnel and revenue targets, operating as a player-coach who actively sells while leading team performance and execution
  • Build, scale, and develop high-performing inside sales and operations teams, including hiring, onboarding, and continuous coaching
  • Design and refine sales playbooks, scripts, and structured coaching rhythms to improve close rates and customer experience
  • Oversee end-to-end annuities operations including licensing, suitability, rollovers, funding, commissions, and post-issue servicing
  • Define and track key performance indicators (KPIs) across sales and operations to ensure data-driven decision-making and accountability
  • Partner with Marketing and Product teams to refine go-to-market strategy, improve lead quality, and shape product requirements based on customer insights
  • Drive process scalability and operational excellence across the annuities lifecycle, ensuring a seamless customer journey
Requirements:
  • 7–12+ years of experience leading inside sales and operations teams in a high-performance, regulated financial services environment
  • Proven track record as a top-performing seller with deep expertise in annuities and consultative sales
  • Active Life & Annuity producer license with up-to-date compliance training required
  • Strong mastery of annuities processes including suitability, rollovers, replacements, funding, and servicing
  • Experience building scalable sales teams, playbooks, and performance coaching frameworks
  • Strong analytical skills with experience in forecasting, pipeline management, and CRM/telephony systems
  • Ability to lead cross-functional collaboration with Product, Marketing, and Operations teams
  • Excellent communication, coaching, and leadership skills with a strong ownership mindset
Benefits:
  • Competitive base salary range with uncapped earning potential through bonuses and incentives
  • Equity participation opportunities
  • Comprehensive health coverage including medical, dental, and vision insurance
  • 401(k) retirement savings plan
  • Paid time off and flexible remote work environment
  • Professional development opportunities and career growth in a high-impact fintech scale-up
  • Technology-driven, innovation-focused workplace with strong emphasis on autonomy and ownership.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Job Location

United States, United States

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