AmeriLife · 14 hours ago
Annuity Sales Consultant
Florida, United States
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $40K/yrAmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. As a Captive Sales Associate, you will serve exclusively as a representative of YFB, presenting and selling insurance and financial products designed for senior clients, while conducting needs-based consultations and following up on leads generated from workshops.
Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing
Responsibilities
Actively participate in and help facilitate agency-hosted Social Security planning workshops (in-person and/or virtual)
Follow up promptly with workshop attendees to schedule and conduct needs-based consultation appointments
Perform thorough fact-finding and suitability analyses with prospective clients
Present, recommend, and sell only agency-approved insurance and financial products (including but not limited to annuities, life insurance, long-term care solutions, and Medicare-related offerings where licensed)
Maintain accurate records of all client interactions, applications, and sales in the agency’s CRM and compliance systems
Adhere to all state, federal, and carrier compliance requirements, including suitability standards and disclosure obligations
Meet or exceed the agency’s minimum production requirements (detailed in your producer agreement and performance plan)
Continuously improve product knowledge, presentation skills, and industry expertise through provided training
Conduct all business activities ethically and in the best interest of the client
Qualification
Required
Must maintain active Life, Health, and any other required licenses in good standing in all states where you conduct business
Must achieve and maintain minimum sales and activity requirements as outlined in your individual producer agreement and performance plan
Actively participate in and help facilitate agency-hosted Social Security planning workshops (in-person and/or virtual)
Follow up promptly with workshop attendees to schedule and conduct needs-based consultation appointments
Perform thorough fact-finding and suitability analyses with prospective clients
Present, recommend, and sell only agency-approved insurance and financial products (including but not limited to annuities, life insurance, long-term care solutions, and Medicare-related offerings where licensed)
Maintain accurate records of all client interactions, applications, and sales in the agency's CRM and compliance systems
Adhere to all state, federal, and carrier compliance requirements, including suitability standards and disclosure obligations
Continuously improve product knowledge, presentation skills, and industry expertise through provided training
Conduct all business activities ethically and in the best interest of the client
Captive/Exclusive Representation Requirement: You may not sell, solicit, or refer any insurance, annuity, investment, or financial product outside of contracts held by [Agency Name] while employed in this position
Benefits
PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance
Company
AmeriLife
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
Founded in 1971
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Leadership Team
Scott Perry
CEO
Tim Calvert
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase