Job Description
Director of Sales, Annuities
Jack Schroeder and Associates, LLC
Fort Myers, FL
Fort Myers, FL
About Us:
At Jack Schroeder and Associates (JSA), we take pride in fostering a supportive environment where our employees' dedication directly impacts the exceptional service we provide to our partners. For over 50 years, we've stood out as a brokerage that goes above and beyond to support our agents. With an unmatched back-office support system, advanced technology, and a dedicated team, we make doing business easy and efficient.
At Jack Schroeder and Associates (JSA), we take pride in fostering a supportive environment where our employees' dedication directly impacts the exceptional service we provide to our partners. For over 50 years, we've stood out as a brokerage that goes above and beyond to support our agents. With an unmatched back-office support system, advanced technology, and a dedicated team, we make doing business easy and efficient.
Role Overview:
The Annuity Product Wholesaler is responsible for growing our annuity sales nationally; recruiting new insurance agencies/agents to JSA, working with existing agent partners to develop their annuity business and increase their sales, maintaining and establishing new relationships within our industry.
Primary Responsibilities:
- Serve as the first line of contact for Insurance agency principals, their downline, and independent JSA agents
- Recruit new Insurance agencies/agents to JSA to sell our portfolio.
- Assist agencies/agents with appointment and onboarding process with carriers we represent.
- Provide novice and advanced levels of training on our insurance plans and tools in the following areas:
- Marketing Strategies
- Cross selling ideas/tools
- Prospecting - Lead Generating/Social Media
- Sales Process/Sales Tools
- Quoting/Underwriting
- AML/Compliance
- Community marketing
- Ensure that existing JSA agent partners are appointed and certified to sell in the territory
- Manage CO-OP arrangements and assessing the sales activities – with help from management
- Provide exceptional support to all producers
- Conduct meetings/trainings with agents to drive new sales.
- Proactively resolve contract, commission, enrollment, and general service issues that arise.
- Represent JSA at industry events.
- Travel required; up to 30% of time.
- Performs other tasks as assigned.
Perks and Benefits:
- Competitive salary package based on experience
- Bonus opportunities
- Company-paid premiums for comprehensive healthcare coverage, including medical, dental, and vision for full-time employees
- Free life insurance, ID theft protection, and 401k with match
- Employee Assistance Program and voluntary benefit options for additional protection
- Half-day Fridays with full-day pay during the summer season to promote work-life balance
- Company-paid holidays and immediate paid time off
- Professional development opportunities for skill enhancement and career advancement
Qualifications, Skills & Abilities:
- At least 5 years of sales experience in the financial or life insurance industry; required.
- Proven experience in annuity sales; required
- Proven experience in sales leadership, with a track record of achieving and exceeding sales targets.
- Strong understanding of the industry and market dynamics.
- Excellent communication, leadership, and interpersonal skills.
- Must possess professional presentation skills.
- Bachelor's degree in business, marketing, or a related field preferred
- Knowledge of Medicare Advantage, Medicare Supplement, Medicare Part D and other Senior Market focused insurance products; preferred.
- Experience in Broker or Provider service, managing key accounts; preferred.
- Insurance license; required.
Physical Job Requirements & Work Environment
While performing the duties of this job, the employee is frequently required to remain in a stationary position for up to eight hours in an office environment. The employee occasionally is required to move to access people or workspaces. Involves frequent telephone contact with agents and employees. Interaction with others is constant and may be interruptive or involve dealing with angry or upset people.
While performing the duties of this job, the employee is frequently required to remain in a stationary position for up to eight hours in an office environment. The employee occasionally is required to move to access people or workspaces. Involves frequent telephone contact with agents and employees. Interaction with others is constant and may be interruptive or involve dealing with angry or upset people.
The employee may occasionally lift files, paper, or office equipment weighing up to 35 pounds. Requires manual dexterity sufficient to operate a keyboard, calculator, telephone, copier, and other such office equipment as necessary. Vision must be correctable to 20/30 and hearing must be in the normal range for telephone contacts. It is necessary to view and type on computer screens for long periods and the ability to optimally communicate is required.
EEO Statement
Jack Schroeder and Associates, LLC is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.
Jack Schroeder and Associates, LLC is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.
About Jack Schroeder and Associates