Licensed Annuity Sales Development Rep
Posted today
virtual vocationsDenver (CO)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInsurance Agencies and Brokerages
SENIORITY
Junior
About the role
To support the sales team, the remote Licensed Annuity Sales Development Rep will engage with prospective customers to qualify leads and set appointments for full-time Annuity Sales Representatives, while providing basic education on annuity products.
Key responsibilities
Engage inbound and outbound leads via calls, email, and SMS to qualify interest in annuity products
Conduct discovery conversations to understand prospects' financial situations and goals
Set qualified appointments for licensed Annuity Sales Representatives and manage a pipeline of leads through CRM
Required qualifications
Active state life insurance license required at time of hire
1 year of sales or telesales experience; prior insurance experience is a plus
Strong verbal communication skills, comfortable discussing financial products
Coachable and eager to grow into a closing sales role
Working knowledge of CRM tools (Salesforce or similar) preferred
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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