ABOUT THE ROLE
Krause Agency is the nation’s leading Medicaid Compliant Annuity wholesaler and a growing presence in the broader senior insurance market. We work with independent agents and agencies across the country and our existing agent base is actively generating life and annuity opportunities that need an expert to support them.
We are hiring a Life and Annuity Sales Manager to be that expert. Day to day you will answer agent questions, support case design, conduct joint sales calls with agents and their clients, and help convert warm handoffs into placed business. Personal production is part of this role as well — you will write your own cases and build your own client relationships alongside your agent support work.
If you know life and annuity products well, enjoy working with both agents and clients, and want a role where your expertise directly drives results, this is a strong fit.
KEY RESPONSIBILITIES
- Serve as the primary life and annuity resource for Krause Agency’s agent base, fielding product questions, running quotes, and providing case design and strategy support.
- Handle warm referrals from the Krause team when agents or consumers have life and annuity needs, converting those opportunities into placed cases.
- Conduct joint sales calls alongside agents with their clients, providing product expertise and closing support on traditional life and annuity cases.
- Drive personal production in traditional life and annuity products, including whole life, term, universal life, fixed annuities, and indexed annuities, serving clients primarily in the 55 to 70 age range with income planning, protection, and legacy needs.
- Train and educate agents on traditional life and annuity products, planning strategies, and how to identify and present opportunities with their clients.
- Deliver webinars and educational sessions to help agents understand and confidently present life insurance and annuity solutions.
- Help newly activated agents get started with traditional life and annuity products, guiding them through their first cases and building their confidence in the space.
- Collaborate with other Krause teams to ensure agents working across product lines are aware of life and annuity opportunities and have the support they need.
- Stay current on carrier products, underwriting guidelines, and market developments relevant to the traditional life and annuity space.
WHAT WE’RE LOOKING FOR
The right person for this role has solid traditional life and annuity product knowledge, is comfortable working directly with both agents and consumers, and is willing to personally produce as part of a broader role. You do not need an executive background — you need to know the products, be good with people, and enjoy the work.
Required
- Active life and health insurance license.
- Working knowledge of traditional life insurance and annuity products including whole life, term, universal life, fixed annuities, and indexed annuities.
- Comfort working directly with agents and consumers in a product support and joint sales capacity.
- Willingness to personally write cases as part of the role.
- Strong communication skills and the ability to explain complex products clearly and confidently.
- Ability to work independently in a fully remote environment.
Preferred
- Experience working with independent agents or in a BGA, IMO, or FMO environment.
- Background in life and annuity wholesaling, internal sales, or agent support.
- Familiarity with the senior market client profile and retirement income planning conversations.
- Experience delivering agent training or educational webinars.
- Professional designations such as CLU, ChFC, LUTCF, or equivalent.
COMPENSATION & BENEFITS
This role offers a base salary plus commission on all traditional life and annuity cases personally written or supported, giving you direct upside as your case volume grows. A company-wide bonus program and full benefits package are also included.
Full benefits include health, dental, vision, HRA, 401(k) with company match, and paid time off. Details are provided in the attached Benefits Guide.
ABOUT KRAUSE AGENCY
Krause Agency (Krause Brokerage Services, LLC) is the nation’s top Medicaid Compliant Annuity wholesaler and an innovative addition to any agent’s business. Based in De Pere, Wisconsin with a team of 40+ professionals, we serve licensed insurance agents and advisors across the country in the senior market. Our core values are client focus, collaboration, integrity, innovation, and passion.
We are a small, entrepreneurial team that moves fast and takes care of our people. If you want to do meaningful work in a space that matters, work closely with a supportive team, and grow alongside a company that is building something real, we would love to talk.
Pay: $75,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Work from home
Experience:
- Life Insurance or Annuity: 5 years (Required)
License/Certification:
- Life & Health Insurance License (Required)
Work Location: Remote
