What are the responsibilities and job description for the Annuity Specialist position at Insurance Agency Marketing Services, Inc.?
Job description:
Growth is happening at Insurance Agency Marketing Services (IAMS)—and we’re looking to scale with the right people. As we celebrate 40 years in the financial industry, we continue to grow as a leading wholesale insurance marketing organization (IMO), building on a strong foundation of relationships and results.
Realistic Year 1 total pay (base bonus): $75,000
Top performer Year 1 total pay (base bonus): $125,000
Insurance license not required (we’ll support licensing if needed).
What you’ll do
- Develop and grow relationships with independent agents and advisors nationwide (existing book new recruiting)
- Drive fixed indexed annuity (FIA) activity by uncovering live cases, gathering case details, and coordinating illustrations
- Coach independent agents and advisors on growing and scaling their business
- Maintain consistent outbound activity (calls, follow-ups, scheduled agent check-ins)
- Document activity and opportunities in the CRM to ensure clean handoffs and momentum
What success looks like (first 60–90 days)
- Confident in our financial products, product positioning, and marketing solutions
- Managing a pipeline of active agent and advisor conversations and case opportunities
- Consistently creating new indexed annuity opportunities
Ideal background (we’re targeting experienced insurance pros)
- 1 year in financial services (carrier internal sales, agency, or another IMO strongly preferred)
- Comfortable making outbound calls and building relationships quickly
- Organized follow-up habits and strong communication
- Motivated by performance pay and growth
Schedule & Location
- Full-time, in-office (Omaha)
- Standard business hours: Monday–Friday, 7:45am–5:00pm
Benefits (edit as needed)
- PTO paid holidays
- Health/dental/vision insurances with employer HSA contribution
- 401(k), with employer match
- Ongoing training & career growth path
Apply today — if you’ve worked at a carrier, agency, or IMO and enjoy helping agents win business, we’d love to meet you!
Salary : $50,000 - $75,000