Compensation Base Salary + Commissions
We are a financial wholesaling firm seeking an Annuity Sales Consultant to help financial advisors and bank representatives better serve their clients. We emphasize relationship-first consultative sales, exceptional service, and empower our team with tools, training, and mentorship to succeed.
This is a W2 role.
While in the office you will work in close quarters under a team of established wholesalers, former senior advisors of investment firms, and a founder with decades of experience who is known throughout the Financial Wholesaling Industry.
We provide full training, mentorship, and licensing support.
Life Insurance license is required.
What You’ll Do
- Engage financial advisors and bank representatives via phone, email, and virtual meetings.
- Learn and promote our suite of annuity products while staying informed on competitor offerings.
- Support advisors with illustrations, proposals, and case preparation. We will train you on how to do this!
- Build trust through consistent follow-up, relationship management, and exceptional service.
- Track activity and progress using our CRM system (Salesforce)
- (We will train you on products, even if you don't have any annuity or investment knowledge base)
- In the first week you will Spend 50% of your day in hands-on sales and product training with our team.
What We’re Looking For
Required
- Strong communication skills (phone and email)
- Competitive, goal-oriented mindset with a focus on relationship building
- Ability to handle outbound calling with professionalism and persistence
- Eagerness to learn about financial services; annuities.
- Organizational skills to manage multiple leads, follow-ups, and client requests
- Ability to work in-office (no remote option)
Preferred but Not Required
- Previous sales experience
- Interest in building a long-term career in sales within financial services industry
- Salesforce certifications and/or experience with Salesforce a plus
Why Join Us
- Competitive Base salary + uncapped commission potential.
- Ability to earn $100k+ in the first year
- Licensing support and paid training
- Benefits include- Paid Time Off / Health, Dental, Optical Insurance.
- Work in a fast-growing firm making a real impact for financial professionals and their clients
How to Apply:
Apply on Indeed & submit your resume and a short cover letter explaining why you’re the perfect fit for a relationship-driven sales role in financial services to: [email protected].
Job Type: Full-time
Projected Total Compensation: $60,000.00 - $110,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
License/Certification:
- Life Insurance License (Preferred)
Ability to Commute:
- Bonita Springs, FL 34135 (Preferred)
Ability to Relocate:
- Bonita Springs, FL 34135: Relocate before starting work (Preferred)
Work Location: In person
