Life and Annuity Sales Manager
United States13h ago
Key details
- Location
- United States
- Work style
- Remote
- Level
- Senior
- Job type
- Full-time
- Function
- Sales & Solutions
- Focus area
- other
- Posted
- 13h ago
Skills
About the role
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Life and Annuity Sales Manager based in the United States.
The Life and Annuity Sales Manager will lead the development and expansion of a growing traditional life insurance and annuity business. This is a hands-on leadership opportunity for an experienced insurance professional who combines strong sales capabilities with an entrepreneurial mindset. You will drive personal production while building and managing a high-performing distribution network of independent agents and agencies. The role involves developing growth strategies, strengthening producer relationships, and expanding market presence across life insurance and annuity products. You will also provide sales training, product guidance, and hands-on support to help agents maximize their business opportunities. Working remotely within a collaborative and growth-oriented environment, you will have significant autonomy to shape a business line and directly influence its long-term success.
Accountabilities:
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Drive personal sales production across traditional life insurance and annuity products, including whole life, term life, universal life, fixed annuities, and indexed annuities.
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Develop tailored insurance and retirement income solutions for clients, primarily aged 55 to 70, addressing their financial protection, income planning, and legacy objectives.
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Recruit, onboard, activate, and develop relationships with independent insurance agents and agencies to expand the distribution network.
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Design and implement strategies to increase life and annuity sales across the existing agent network and generate sustainable revenue growth.
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Deliver training sessions, webinars, presentations, and educational resources to help agents understand products, improve their sales capabilities, and confidently develop new business.
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Provide joint sales support, field assistance, and point-of-sale guidance to agents throughout the life and annuity sales process.
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Identify opportunities to strengthen the product portfolio by assessing gaps in carrier relationships, product availability, and market demand.
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Collaborate with internal teams to promote cross-selling opportunities and ensure agents can effectively access life and annuity solutions alongside other insurance offerings.
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Monitor industry developments, carrier offerings, competitive trends, and regulatory changes to maintain relevant product expertise and identify new business opportunities.
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Take ownership of the division's growth strategy, balancing individual production with distribution development and long-term business expansion.
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Active Life and Health Insurance license.
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Demonstrated professional experience in life insurance and/or annuity sales, distribution, brokerage, or wholesaling.
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Proven personal sales production or a credible strategy and ability to establish and grow an individual book of business.
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Strong understanding of life insurance and/or annuity products, with established credibility in at least one of these areas and a willingness to develop expertise in the other.
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Ability to work independently, take initiative, and build a business line without relying on an established roadmap or extensive infrastructure.
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Excellent communication, relationship-building, and presentation skills, with the ability to engage effectively with individual agents, small groups, and virtual audiences.
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Entrepreneurial mindset, commercial awareness, and a strong motivation to achieve measurable sales and revenue targets.
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Experience recruiting, onboarding, mentoring, or developing independent insurance producers is highly desirable.
Requirements:
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