Launch That · 5 days ago
Annuity Sales Specialist
Orlando, FL
Full-time
Hybrid
Entry Level
2+ years expLaunch That is seeking a driven Annuity Sales Specialist to work directly with Annuity.org, a fast-growing, content-led annuity marketplace. This role will work closely with the Senior Annuity Sales Manager, playing a critical part in expanding the sales pipeline and optimizing lead outcomes for the Annuity.org brand.
AdvertisingInternetMarketing
Responsibilities
Re-activating aged, orphaned, and high-potential annuity leads via strategic phone and email outreach
Conducting initial discovery to assess lead suitability (age, assets, state residency, timeline, and intent)
Providing rapid, professional first-touch responses to inbound inquiries and advisor requests generated through Annuity.org
Maintaining meticulous CRM records, ensuring lead statuses, outcomes, and follow-up tasks are always accurate
Coordinating lead routing, assisting with appointment setting, and supporting advisor workflows to prevent lead leakage
Assisting with basic case research, premium tracking, and gathering customer testimonials to support brand authority
Qualification
Required
2+ years in sales, sales support, or lead-driven customer engagement
Interpersonal skills and the ability to write professional, persuasive copy
Hands-on experience working with CRMs and a deep appreciation for data integrity
Detail-oriented and process-minded
Passion for finding 'leaks' in a process and fixing them
Willingness to obtain Life & Annuity licensing
Preferred
Prior experience in annuities, life insurance, or wealth management
Experience in high-volume appointment setting or lead qualification environments
Sales expertise from another industry (SaaS, Real Estate, etc.) looking to transition into the financial sector
Familiarity with compliance-driven sales workflows
Benefits
Launch That covers 100% of the premium cost for employee-only medical coverage for all full-time benefit eligible team members!
100% employer paid short- and long-term disability insurance
Competitive compensation
Paid time off
20 days of paid parental leave after 90 days
A 401k retirement plan
Paid volunteer opportunities
Company
Launch That
Launch That is a marketing and advertising company that provides digital marketing services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gene Apelado
Founder & CEO
Recent News
2025-04-10
Company data provided by crunchbase