Annuity Sales

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True North Recruiting

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1 - 10 funcionários

🎯 Recrutamento

☁️ SaaS

👥 RH Tech

Recruitment • SaaS • HR Tech

A True North Recruiting é uma plataforma de recrutamento que simplifica a contratação para proprietários de agências, automatizando processos de busca, triagem de candidatos, integração, agendamento e acompanhamento. A plataforma enfatiza a tomada de decisões baseadas em dados, com análises em tempo real e insights acionáveis para ajudar as agências a atrair, avaliar e reter os melhores talentos, reduzindo o tempo gasto em tarefas administrativas. A True North oferece uma experiência centrada no usuário, no estilo SaaS, voltada para agências que buscam sistemas de recrutamento escaláveis e eficientes.

Descrição

• Engage prospective customers through inbound and outbound calls, email, and SMS • Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language • Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly • Build trust and long-term relationships that drive conversion and customer retention • Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements • Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey • Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category • Generate referrals through exceptional service and a customer-first mindset

🎯 Requisitos

• Active Life and Health Insurance License (required) • Completion of state-mandated Annuity Suitability training or certification • 2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) • Demonstrated success in sales and expert-level objection handling • Exceptional multitasking, prioritization, and time management skills • Ability to identify client challenges and deliver tailored, value-driven solutions • Adaptability and resilience in a fast-paced, evolving environment • Strong verbal communication skills and a confident, professional phone presence • High drive to succeed and a commitment to delivering outstanding customer experiences

🏖️ Benefícios

• Commission-based income structure • Flexible work schedule • Remote work opportunity