Director of Annuity Sales & Design
| Company | Integrity |
|---|---|
| Location | Austin, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- 8+ years of experience in the Annuities and life insurance industry
- Broad knowledge of annuity carriers and product offerings, both fixed and variable
- Broad knowledge of annuity distribution and their offerings
- Experience building and/or bringing annuity products to market
- Familiarity with how life insurance products can be designed and utilized to meet the needs of clients in the business and executive benefit markets
- Experience in analyzing, preparing and explaining presentations that address the clients’ needs
- Effective communication skills including writing, speaking and presenting on a variety of annuity related topics
- Motivated and willing to take initiative, exhibit creative thinking and take ownership of cases/projects
- Ability to excel in a dynamic, fast-moving company environment
- Expertise in Microsoft Office (specifically Excel)
Responsibilities
- Work with sales professionals at Lion Street owner firms to bring them annuity planning and product ideas, identify opportunities within their existing relationships, and help grow their annuity business with Lion Street.
- Work opportunities alongside the sales professional providing the subject matter expertise in areas of annuity concepts, product selection and product features that address client goals and objectives.
- Coordinate with Lion Street Sales VP’s on targeting select firms for annuity sales opportunities and track our engagement on the Lion Street CRM.
- Integrate with the Lion Street Advanced Marketing & Design teams for a consistent approach to promoting planning and product ideas.
- Ability to help our sales professionals “close” the deal with the client.
- Maintain a highly responsive and proactive relationship with sales professionals.
- Work with Lion Street carriers and alliances to leverage existing product experts and resources to assist owner-firms where applicable.
- Present and speak at various Lion Street and related meetings and calls.
- Maintain broad knowledge of life insurance products as it pertains to resources, products and strategies to support Annuities sales.
- Evaluate, develop and implement future strategies on how to further scale Lion Street’s annuity business.
Preferred Qualifications
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No preferred qualifications provided.