Life and Annuity Sales Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive personal production in traditional life and annuity offerings, including whole life, term, universal life, fixed annuities, and indexed annuities.

• Primarily assist clients aged 55 to 70 with income planning, protection, and legacy requirements.

• Recruit, activate, and nurture independent agent and agency connections within the life and annuity sector.

• Introduce new producers into the Krause distribution network.

• Develop and implement a strategy to enhance traditional life and annuity production throughout the Krause Agency agent network.

• Provide training, webinars, and educational material to both existing and newly activated agents.

• Offer joint field support and point-of-sale assistance to agents handling life and annuity transactions.

• Identify deficiencies in the existing product and carrier lineup and propose solutions.

• Collaborate with the wider Krause team to ensure agents across various product lines have access to life and annuity solutions.

• Stay updated on carrier products, market trends, and regulatory changes.

⛳️ Requirements

• Valid life and health insurance license.

• Significant experience in life insurance and/or annuity sales, distribution, or wholesaling.

• Proven history of personal production or a credible plan to build a personal book of business.

• Capability to operate independently and grow without a predefined plan or established infrastructure.

• Excellent communication and presentation skills, both in one-on-one and group settings, including virtual formats.

• Preferred experience in brokerage distribution, IMO, BGA, or wholesaling.

• Background in recruiting, onboarding, or developing independent producers.

• Knowledge of fixed and indexed annuity products and familiarity with the senior market client profile.

• Professional designations such as CLU, ChFC, RICP, or similar qualifications.

🏝️ Benefits

• Competitive base salary along with a commission and bonus structure based on performance.

• Significant earning potential linked to personal production and revenue growth.

• Health benefits.

• Dental benefits.

• Vision benefits.

• Health Reimbursement Arrangement (HRA).

• 401(k) plan with company matching.

• Paid time off.