What are the responsibilities and job description for the Licensed Annuity Sales Agent position at My Senior Health Plan?
Position Summary
We are looking for a licensed and experienced Annuity Sales Agent to join our telesales team. In this role, you will engage with prospective and existing clients over the phone and through virtual platforms to provide tailored annuity solutions. This is a high-impact, client-facing role ideal for professionals who thrive in a fast-paced, phone-based sales environment.
Key Responsibilities
Apply today and become part of a team that values compassion, excellence, and opportunity.
My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.
Note: Employment is contingent upon passing a pre-employment drug test and background check. We participate in E-Verify.
AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn’t replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.
We are looking for a licensed and experienced Annuity Sales Agent to join our telesales team. In this role, you will engage with prospective and existing clients over the phone and through virtual platforms to provide tailored annuity solutions. This is a high-impact, client-facing role ideal for professionals who thrive in a fast-paced, phone-based sales environment.
Key Responsibilities
- 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.
- 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.
- 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.
- Want It: You genuinely want to be in this role and thrive in a sales-driven environment. You’re motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.
- Get It: You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise.
- Capacity to Do It: You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets.
- Client-Centric Service: Always put the client first.
- Integrity: Do the right thing, every time.
- Positivity: Bring energy and optimism to every interaction.
- Growth Mindset: Embrace learning and continuous improvement.
Apply today and become part of a team that values compassion, excellence, and opportunity.
My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.
Note: Employment is contingent upon passing a pre-employment drug test and background check. We participate in E-Verify.
AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn’t replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.