Annuity Services Director jobs in California

Job Description

Position Title: Annuity Sales Director

Reports to: Principal Partner

Department: Sales

Location: 19000 MacArthur Blvd #450, Irvine, CA 92612

Classification: Full-time; Exempt

Summary / Job Objective: The Annuity Sales Director is responsible for generating new accounts and supporting existing accounts of independent financial and insurance advisors. The position comprises of both outbound sales duties as well as supporting and contributing to the day-to-day efforts of the general annuity sales and annuity marketing team. Knowledge and Experience in Life Insurance, Annuity, and Financial Services in general is required, with expertise specifically in Annuities. The desire and drive to succeed in a competitive financial services setting is imperative.

Primary Responsibilities:

• Make proactive outbound sales calls to:
• Recruit annuity advisors
• Train financial & insurance advisors on annuity solutions and marketing programs
• Grow advisors’ books of business and general business activity at IMS
• Respond to inbound calls and emails regarding product solutions, case design, and consult
• Meet call activity expectations and monthly sales goals set forth by management
• Participate in continuous training
• Self-develop with industry and product knowledge to remain current with trends and products
• Keep abreast of the competition and changes in the economy and financial markets
• Understand and adhere to the Vision, Mission and Values of IMS Associates
• Represent IMS Associates in a professional manner at all times
  
  

Qualifications:

• At least three years of experience in the financial services industry
• Proficient in Microsoft Outlook, Word and Excel with accurate typing skills
• Some travel may be required
• College Degree Preferred or Equivalent Work Experience
• State insurance license required
  
  

Core Competencies:

• Enterprising and creative mindset for developing innovative solutions
• Effective prospecting and customer relationship skills
• Ability to ask probing questions to qualify and close business
• Persistent and flexible to overcome call reluctance
• Self–starter with endurance and capacity to thrive in a fast-paced environment
• Ability to think clearly and be objective
• Outgoing, people oriented and highly collaborative
• Effective listening and verbal reasoning skills
• Sufficient vocabulary to communicate effectively under stressful situations
  
  

Compensation & Benefits:

Compensation (Based On Experience)

• Annual base salary: $48,000
• Variable Compensation: Depending on productivity and success, expected: $50,000 - $250,000
• This is an exempt position
  
  

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
  
  

Location: 19000 MacArthur Blvd #450, Irvine, CA 92612; this is an in-office position, with 1-2 days a week of remote allowed.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business.

For more information, please visit simplicitygroup.com.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning products. Simplicity Group partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network, Simplicity Group has assisted with the placement of more than $6.2 billion of insurance financial assets and has $7 billion of assets under management and advisement as of Q4 2022. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 950 employees and 65 operating subsidiaries. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive Simplicity Group’s day-to-day business. For more information, please visit simplicitygroup.com.