Life & Annuity Sales Specialist

To drive life insurance and annuity sales through direct customer engagement and consultative sales practices. Build and maintain relationships with prospective and existing customers by identifying financial protection and retirement planning needs, educating customers and agents on available solutions, and recommending suitable products and services. Support organizational sales and retention objectives through proactive outreach, needs-based selling, exceptional customer service, and collaboration with internal and external business partners.

Develop and maintain relationships with prospective and existing customers to identify life insurance and annuity sales opportunities.

Conduct needs-based sales conversations to assess customer financial goals, risk tolerance, and protection needs.

Educate customers on life insurance and annuity products, features, benefits, and available options.

Recommend suitable solutions based on customer objectives and applicable suitability requirements.

Manage sales opportunities throughout the sales process, including prospecting, consultation, application submission, follow-up, and policy placement. Some servicing may be required as needed.