Demo

Sales Associate – SaaS

Agatha Global Tech
Laguna Hills, CA Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 4/25/2025

Introduction. Seize the opportunity to join one of the fastest-growing companies in the financial services technology market. Agatha Global Tech LLC, the company behind Annuities Genius, is currently searching for driven and ambitious sales professionals. We will provide you with the most innovative insurance sales tool on the market to succeed!


Position Responsibilities:

  • Collaborate closely with our VP of National Accounts and CEO to support and execute strategic sales initiatives.
  • Set appointments and coordinate meetings for senior leadership, including our VP of National Accounts and CEO.
  • Collaborate with our national sales team on the distribution of Annuities Genius and other solutions to Agents, Registered Advisors, IMOs, FMOs, Banks, and Broker Dealers.
  • Employ effective follow-up strategies to convert leads into successful deals, contributing to the continuous success of our partner practices.
  • Effectively communicate the benefits of Annuities Genius and other solutions.
  • Focus on relationship building, client retention, and providing valuable business solutions to clients.
  • Schedule and conduct demonstrations of Annuities Genius via Zoom.
  • Maintain accurate records in the CRM.
  • Engage in cold calling to generate new leads.
  • After 6-8 months of training and proven success, begin developing and managing your own book of accounts.


Required Skills & Experience:

  • We welcome candidates with existing knowledge of the industry as well as those who are eager to learn and grow. We will provide you with the most innovative insurance sales tool on the market to succeed!
  • Excellent communication skills, with proven success selling remotely, in-person, and presenting in front of groups.
  • Highly organized, persistent, confident, and positive in pursuing business growth.
  • Technical aptitude and proficiency.


Our Offer to You:

  • The best and most competitive product offerings in the business.
  • Excellent compensation with no cap on upside potential.
  • Comprehensive training and continued support, including all marketing and training materials.
  • Excellent customer support to empower your success.


Why Annuities Genius: Annuities Genius is an all-access pass to the best annuity software program on the market. In one dashboard, advisors can see all annuities clearly and focus on increasing their ROI. The Genius enables advisors to make better decisions for their clients.


Join us at Agatha Global Tech LLC and take your sales career to the next level with Annuities Genius. Apply today!


Job Type: Full-time on site

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