What are the responsibilities and job description for the Specialist, Internal Sales position at Oceanview Life and Annuity?
Overview
At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $38.5 Billion in assets under management as of December 31, 2025 - We have rapidly grown to over $17.9 Billion in consolidated assets as of December 31, 2025.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
Responsibilities
Oceanview Life and Annuity is hiring an Internal Sales Associate to join our growing team. The ideal candidate will be responsible for driving sales by proactively and reactively marketing Oceanview as a premier provider of fixed and fixed indexed annuities. This is accomplished by developing new agent leads and cultivating existing relationships within our distribution channels. This position will be on-site in our Denver, Colorado office.
RESPONSIBILITIES:
Qualifications:
At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $38.5 Billion in assets under management as of December 31, 2025 - We have rapidly grown to over $17.9 Billion in consolidated assets as of December 31, 2025.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
- Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
- Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
- Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
- Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
- Strong partnerships: Engage with a broad network of over 19,000 agents, independent marketing organizations, banks and broker-dealers.
Responsibilities
Oceanview Life and Annuity is hiring an Internal Sales Associate to join our growing team. The ideal candidate will be responsible for driving sales by proactively and reactively marketing Oceanview as a premier provider of fixed and fixed indexed annuities. This is accomplished by developing new agent leads and cultivating existing relationships within our distribution channels. This position will be on-site in our Denver, Colorado office.
RESPONSIBILITIES:
- Establish and maintain an ongoing relationship with Agents, with the common goal of increasing the company's share of annuity business within an assigned region.
- Conduct proactive outbound calls to new and existing producers and field inbound calls on a range of sales/service topics (minimum 55 calls per day outbound/inbound).
- Create and update illustrations as requested by Agents and staff.
- Document all proactive activity and inbound inquiries in the CRM system (Salesforce), i.e., thank you calls, tasks lists, call campaigns, etc.
- Participate actively in the development and successful execution of the territory business plan.
- Act as subject matter expert for the annuity solutions offered by OVLAC.
- Articulate competitive product positioning opportunities and threats to distribution.
- Productively work with other home office departments, managers, and internal associates to effectively service relationships.
- Demonstrate excellent listening skills to assess needs and determine the type of sales support necessary to accomplish the objective, adding value to the products, service, and sales support delivered.
- Keep management informed of any concerns for meeting set goals, clarifying duties, and training development needs that result in greater performance and personal growth.
- Perform other job-related duties as assigned.
Qualifications:
- Bachelor's Degree preferred.
- Experience in the Financial Services industry is a plus.
- A strong desire to be a contributor to the success of a team.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems (Salesforce).
- Ability to communicate clearly and concisely, both oral and written.
- Attention to detail to ensure the accuracy of reports, correspondence, and database.
- Ability to handle multiple projects and adapt to an ever-changing environment.
- Exceptional verbal and written communication abilities.
- This role will be based in Denver
- This role will be Hybrid (3x per a week in the office)
- Base compensation is expected to be $55,000 - $65,000* with the opportunity for incentive compensation including bonus compensation.
Salary : $55,000 - $65,000