Annuity Solutions Consultant - Sale Representative / Internal Wholesaler jobs in United States
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Confidential Careers ยท 2 months ago

Annuity Solutions Consultant - Sale Representative / Internal Wholesaler

positionBonita Springs, FL
timeFull-time
remoteOnsite
seniorityEntry Level
money$40K/yr - $110K/yr
date1+ years exp

Confidential is a fast-growing financial wholesaling firm seeking an Annuity Solutions Consultant to assist financial advisors and bank representatives. The role focuses on relationship-first consultative sales, providing training and mentorship to help individuals build a career in the financial services industry.

Human ResourcesRecruiting

Responsibilities

Engage financial advisors and bank representatives via phone, email, and virtual meetings
Learn and promote our suite of annuity products while staying informed on competitor offerings
Support advisors with illustrations, proposals, and case preparation
Build trust through consistent follow-up, relationship management, and exceptional service
Track activity and progress using our CRM system (Salesforce)
You'll spend 50% of your day focused in-office study for your Life Insurance License during the licensing period
Spend 50% of your day in hands-on sales and product training with our team

Qualification

Sales experienceCommunication skillsSalesforce experienceOrganizational skillsEagerness to learnProfessionalismGoal-oriented mindsetRelationship building

Required

Strong communication skills (phone and email)
Competitive, goal-oriented mindset with a focus on relationship building
Ability to handle outbound calling with professionalism and persistence
Eagerness to learn about financial services, insurance, and annuities
Organizational skills to manage multiple leads, follow-ups, and client requests
Ability to work in-office (no remote option)

Preferred

Associates Degree or equivalent work experience (1-2 Years)
Previous sales experience (any industry)
Interest in building a long-term career in sales within the financial services industry
Salesforce certifications and/or experience with Salesforce a plus

Benefits

Licensing support and paid training
Clear career path with opportunities for advancement
Supportive, growth-focused culture that values collaboration and service

Company

Confidential Careers

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dateFounded in 2024
location
Gurgaon, Haryana, IND
people-size2-10 employees
web-link
https://confidential.careers

Funding

Current Stage
Early Stage

Leadership Team

E
Edwin Xiao
Chief Revenue Officer
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Company data provided by crunchbase