Longevity and Capital Preservation Expert

About the Job

We are seeking an experienced Senior Sales Consultant - Institutional Retirement to join our team. This is an exciting opportunity to develop and implement sales strategies to promote fixed group annuity contracts to employers, while building strong relationships with clients and internal teams.

Key Responsibilities

• Develop and implement effective sales and marketing strategies to promote and sell fixed group annuity contracts to employers.
• Identify and target potential clients through direct marketing, networking, and referrals.
• Build and maintain strong relationships with recordkeeping firms, RIA aggregator firms focused on qualified retirement plans, and large corporations and public entities.
• Collaborate with internal teams, including marketing, product development, and customer service, to ensure seamless delivery of services.
• Prepare and present proposals and close sales deals.
• Stay updated on industry trends, regulatory changes, and competitive landscape to provide informed recommendations to clients.
• Maintain accurate records of sales activities, client interactions, and pipeline status in the CRM system.

Requirements

• Minimum 5 years of experience in insurance sales, preferably in fixed group annuity contracts or related products.
• Proven track record of meeting or exceeding sales targets.
• Strong understanding of defined contribution plans, longevity solutions, and capital preservation investment options.
• Excellent communication, negotiation, and presentation skills.
• Ability to build and maintain strong client & intermediary relationships.
• Proficiency with a CRM software and Microsoft products.
• Self-motivated, goal-oriented, and able to work independently as well as part of a team.
• Strong analytical and problem-solving skills.
• Knowledge of regulatory requirements and compliance in the insurance industry.
• Valid Life Insurance Producer License or the ability to become licensed within three months of hire.