Retirement Sales Representative

Key Responsibilities

• Engage with prospective and existing clients via inbound calls and outbound follow-up to discuss retirement planning needs and solutions
• Conduct needs-based financial conversations to assess retirement readiness, risk tolerance, time horizon, and income goals
• Recommend appropriate retirement solutions, including annuities and investment products, aligned to client objectives
• Educate clients on retirement planning concepts, income strategies, and available product solutions
• Build and maintain strong client relationships through a consultative, trust-based approach
• Manage and develop a pipeline of opportunities through consistent follow-up on leads, referrals, and prior interactions
• Meet or exceed established sales goals and performance metrics
• Accurately document client interactions and sales activities within CRM systems
• Stay current on market trends, product knowledge, and regulatory requirements
• Ensure full compliance with licensing, regulatory standards, and company policies

Schedule

Full-time, remote position. Scheduled business hours: Monday–Friday, 8:00 a.m. – 5:00 p.m. CT

Required Qualifications

• Active Series 6 and 63 licenses required
• Active Life Insurance license required
• Preference for IAR designation and/or Series 7, or willingness to obtain
• Minimum of 3 years of financial services or consultative sales experience, preferably in retirement planning, investments, or wealth accumulation
• Proven ability to build trust and establish relationships in a remote engagement model
• Strong organizational skills with the ability to manage multiple priorities and maintain pipeline discipline
• Proficiency with CRM systems and standard business technology tools

Preferred Qualifications

• Experience working with educators or in a niche/affinity market
• Experience in inbound sales or call center environments
• Familiarity with retirement income planning and annuity solutions

Compensation and Benefits

• $21.44 - $29.16 per hour, plus uncapped commission
• Compensation is commensurate with experience, location, and qualifications
• Comprehensive benefits package including medical, dental, vision, and 401(k) with company match