What are the responsibilities and job description for the Remote Internal Wholesaler - Annuity position at Integrity Marketing Group?
About IFC National Marketing
IFC National Marketing, founded by Todd Villeneuve, Dave Martens and Dave Thesing. IFC has been serving Americans with their insurance needs through their nationwide agents and brokers. Their concierge service provides sales support for Medicare and group health plans, life insurance, fixed annuities, final expense, critical illness, voluntary workplace and long-term care solutions. IFC believes in delivering world-class service — with a family feel.
Job Summary
We are seeking a motivated and energetic Annuity Producer Consultant (Internal Wholesaler) to join our fast-paced and expanding team. In this internal sales role, you will collaborate with our external sales team, financial advisors, and insurance agents to drive growth in annuity sales. If you have a passion for building relationships, supporting sales strategies, and achieving measurable results, we invite you to apply and become a key contributor to our success.
Primary Responsibilities:
- Partner with a Regional Director to develop and execute an annuity sales plan.
- Assist the Regional Director by scheduling appointments and driving attendance at events.
- Generate and identify sales opportunities through proactive outreach and follow-up calls.
- Build and strengthen relationships with financial advisors and insurance agents to cultivate new annuity sales opportunities.
- Assist in Designing, coordinating, and implementing marketing campaigns, call campaigns, and other sales activities to support growth initiatives.
- Track and report activity metrics using AgencyBloc CRM.
- Provide reactive sales support and act as a subject matter expert on all annuity solutions, including asset-based long-term care (LTC) products.
- Collaborate with the Life, Medicare, and Group Benefits sales teams to uncover and coordinate cross-sell opportunities.
- Participate in limited travel for internal office meetings and in-person sales events.
Primary Skills & Requirements:
- Bachelor’s degree in business, finance, accounting, or equivalent industry experience.
- Proven experience in internal or external sales, with knowledge of the annuity industry and basic planning concepts.
- Familiarity with life insurance is a plus.
- Life/Health insurance license or a willingness to become licensed promptly.
- High proficiency in software and technology tools.
- Energetic, self-driven, and capable of working with urgency and autonomy.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
