Annuity Sales Representative

Posted 4 days ago

leverage planningOmaha (NE)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Insurance Agencies and Brokerages

SENIORITY

Senior

SALARY

$50,000

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About the role

About Leverage Annuities We are a team dedicated to helping people use annuities for growth, income, and peace of mind. For some clients that means guaranteed returns. For others it means a protected floor so their savings cannot lose value in a down market. For others it means a product that pays them income for the rest of their life. Every person is different, so we start by understanding what they want their money to do, and then we help them find the product that fits. Our sales team works with a steady stream of qualified prospects generated through our national media partnerships and internal marketing efforts. Just meaningful conversations with people who are ready to make a plan.

The Role: As an Annuity Sales Representative at Leverage Annuities, you are the first voice our prospects hear. You will make outbound calls to leads generated by our marketing team, open real conversations with pre-retirees and retirees, and find out what they are trying to accomplish with their money. When we can help, you will walk them through the annuity options that best fit their goals. This is not a script-reading job. You will be asking good questions, listening closely, and being honest when we are not the right fit. When we are the right fit, you will present solutions from top-rated carrier partners, backed by internal support, operations, case design, and onboarding teams. This role is hybrid and based in Omaha, Nebraska. You will split your time between our Omaha office and working from home, so you need to live in the Omaha metro area or be willing to relocate. Client conversations happen by phone, video, email, and text.

What You'll Do:

Make outbound calls to marketing-generated leads across the country
Lead discovery conversations to understand each person's retirement picture, goals, timeline, and concerns
Determine whether we can genuinely help, and say so honestly when we cannot
Present and explain annuity solutions, including Fixed Indexed Annuities, in plain, confident language
Run illustrations and income scenarios using products from our top-rated carrier partners
Guide clients from first conversation through application, underwriting, and onboarding
Engage via phone, email, text, and virtual meetings, wherever clients are
Keep clean records, activity logs, and follow-ups in Salesforce
Manage your own calendar and set follow-up conversations that actually happen
Collaborate with the team to keep improving the process and the client experience
What You Bring
Required 1+ years of sales experience exceeding KPI metrics
Prior outbound calling or phone sales experience
Comfort with high-volume outbound calling and the resilience that comes with itWillingness to obtain your Life & Health insurance license, plus non-resident licenses in additional states as needed
Strong consultative approach, meaning you lead with questions, not products
Ability to explain complex financial concepts in plain language
Comfort in a technology-enabled environment with CRM and digital communication tools
Highly organized with strong follow-up habits
Coachable, competitive, and consistent, meaning you show up every day
PreferredActive Life & Health insurance license 1+ years in annuity sales or insurance sales
Experience recommending Fixed Indexed Annuities
Familiarity with annuity illustration platforms and major carriers
Experience working with retirement-age clients
Salesforce experience

Compensation & Benefits: Leverage Annuities offers a W-2 structure with a competitive base salary and a commission model that rewards reps who show up consistently and close thoughtfully.

Base Salary: $50,000

Commission: 10% of the commission the company receives on business you close, uncapped

Target First-Year Total Compensation: $90,000 to $110,000 for successful reps Health insurance - company subsidized for employees and families 401(k) retirement plan with company match Unlimited paid time off Technology and equipment provided Hybrid schedule based out of our Omaha, Nebraska office Marketing-generated leads, no self-generated prospecting Leverage Annuities is committed to building a diverse and inclusive workplace and encourages applications from all qualified individuals.

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