What are the responsibilities and job description for the Life and Annuity Agent position at My Senior Health Plan?
Position Summary
We are looking for a licensed and experienced Life and Annuity Agent to join our telesales team. In this role, you will engage with prospective and existing clients over the phone and through virtual platforms to provide tailored life insurance and annuity solutions. This is a high-impact, client-facing role ideal for professionals who thrive in a fast-paced, phone-based sales environment.
Key Responsibilities
Apply today and become part of a team that values compassion, excellence, and opportunity.
My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.
Note: Employment is contingent upon passing a pre-employment drug test and background check. We participate in E-Verify.
AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn’t replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.
We are looking for a licensed and experienced Life and Annuity Agent to join our telesales team. In this role, you will engage with prospective and existing clients over the phone and through virtual platforms to provide tailored life insurance and annuity solutions. This is a high-impact, client-facing role ideal for professionals who thrive in a fast-paced, phone-based sales environment.
Key Responsibilities
- Conduct inbound and outbound telesales calls to educate clients on life insurance and annuity products.
- Use virtual tools (e.g., Zoom, CRM dialers, e-signature platforms) to complete the full sales cycle remotely.
- Perform needs-based assessments to recommend appropriate financial protection and retirement income solutions.
- Follow up with leads generated through marketing campaigns, referrals, and CRM systems.
- Maintain accurate and timely documentation of all client interactions and sales activities.
- Stay informed on product updates, compliance requirements, and industry trends.
- Consistently meet or exceed telesales performance metrics and conversion goals.
- Active Life Insurance License is required.
- Insurance carrier appointments are required.
- 2 years of telesales or phone-based sales experience in insurance or financial services.
- Strong knowledge of life insurance and annuity products (fixed, indexed, and variable).
- Excellent verbal communication and consultative selling skills.
- Comfortable using CRM systems, call center software, and virtual meeting tools.
- Self-disciplined, goal-oriented, and able to work independently in a remote environment.
- Bilingual (Spanish/English) is a plus.
- Competitive compensation based on experience
- Health, Dental, Vision, and Life Insurance (70% employer-paid!)
- 401(k) with match profit-sharing
- Paid vacation, sick time, and holidays, including the week of Christmas off with pay
- Fully remote
- A supportive, growth-oriented work culture
Apply today and become part of a team that values compassion, excellence, and opportunity.
My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.
Note: Employment is contingent upon passing a pre-employment drug test and background check. We participate in E-Verify.
AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn’t replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.