Annuity Advisor

About the Role

Annuity Advisors are responsible for advising clients on the purchase of annuities including SPIAs, MYGAs and FIAs and helping Leverage’s customers apply and set up their annuities. Acting as a trusted expert, this person will be the front-facing team member on Leverage for those customers that are considering purchasing an annuity.

• Running illustrations and income scenarios from our carrier partners including Allianz, Athene, Fidelity & Guaranty, Nationwide, Pacific Life, Aspida and other top-rated annuity providers.
• Establish credibility and rapport as a trusted advisor to the customers we work with.
• Communicate with prospective clients via outbound calls, emails, texts and other communication tools to connect with leads, customers, and referrers.
• Prospect, educate and qualify leads to create sales-ready opportunities.
• Identify opportunities for process improvement, develop best practices, and communicate them effectively to the leadership team.
• Develop and maintain a deep understanding of our products, services, and clientele.
• Capture all profile information, activity and follow-up tasks in Salesforce.
• Be appreciated for your efforts and financially rewarded for your accomplishments.

• 2+ years of annuity sales experience within a carrier or BGA.

• A competitive nature and strong work ethic with a drive to exceed expectations.
• An entrepreneurial mindset and an ability to self-manage.
• A strong understanding of digital technologies with a love for learning new systems and processes.
• Strong interpersonal, presentation, and communication skills, both written and verbal, including virtual “presence” during video conferences.
• Highly organized with a self-starter mindset and ability to work independently with minimal oversight.
• Uplifting, positive attitude that will translate with prospects and clients through email, phone, SMS and virtual meetings.
• Proficient in the use of Salesforce and outbound sales cadence tools like Salesloft and Outreach.
• A creative problem solving mindset.

Benefits include:

• Health Insurance:
  Company subsidized for employee and family.
• 401k: A tax-advantaged way to prepare for your future retirement.
• Paid Time Off:
  Unlimited.
• Technology Equipment:
  We want to make sure that you are set up for success.

Leverage Group is committed to diversity and inclusivity in the workplace.