Annuities Sales Specialist

About You

With a passion for sales, finance, and technology, you are looking to join a collaborative sales team within a fast-paced startup environment. You are an extremely skilled communicator, both verbally and in writing, and your excellent people skills make you a natural relationship builder. You are organized and can manage multiple work streams in parallel while continuously prioritizing what’s most important. You are a high-output, self-motivated self-starter, able to learn fast and execute while also thriving within a collaborative, team oriented environment.

You are excited to join a growing business, and are motivated by the prospect of joining our sales team. You will be able to seamlessly own and maintain existing relationships with existing Flourish clients, while also being ready to build new relationships with a growing client base of independent RIAs.

About the Role

Hundreds of billions of dollars in annuities are sold in the United States each year, yet adoption in the RIA space is almost zero. In 2024, we launched Flourish Annuities to address this challenge, leveraging a technology-driven insurance desk to bring annuities to the independent RIA space.

As an Annuities Sales Specialist, you will report to the Head of Flourish Insurance Sales and partner closely with Flourish’s existing sales and relationship management teams to sell Flourish Annuities to and through new and existing Flourish RIAs. You’ll work at all levels of the sales cycle, from delivering CIO-level presentations to building relationships with individual advisors to working with individual end-clients, as necessary. While you’ll primarily work with the Sales team on opportunities they source, you will also contribute to lead generation activities, from cold outreach to attending conferences and events. You’ll serve as a subject matter expert on all things Flourish Annuities, from insurance products (MYGAs, FIAs, RILAs and VAs) to technology, serving both clients and internal audiences as we work to deliver insights, improve the product offering, and drive commercial success for the business as a whole.

Principal Responsibilities

• Partner with Flourish’s existing sales team to sell Flourish Annuities to and through RIAs, joining and leading sales calls, answering client questions, and generally serving as a sales-focused subject-matter expert on the team
• Both through your own efforts and in partnership with Flourish’s sales team, generate pipeline for Flourish Annuities through warm outreach to Flourish’s existing RIAs and cold outreach (email, cold calls, conferences, networking etc.) to new RIAs
• Once RIAs have been onboarded, work to educate and drive adoption amongst individual advisors, whether through group trainings, 1-1 phone calls, email outreach, or in person meetings
• Assist in the creation of sales and marketing materials in support of overall go-to-market initiatives, including pitch decks, one-pagers, email marketing, and web copy
• Assist end-client in completion of applications if needed, serving as an escalation path for Insurance Agency staff for detailed client or advisor questions
• Manage sales pipeline and track client conversations using CRM
• Willingness to travel for sales pitches and conferences (less than 20% travel)
• Stay current on general trends in the financial industry, and specifically within wealth management and annuities
• Maintain excellent communication with internal Flourish stakeholders
• Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

Minimum Qualifications

• Bachelor’s degree or equivalent practical experience
• 4+ total years of relevant insurance industry sales, inclusive of at least 2+ years of annuities sales experience and at least 2+ years of experience working with wealth-management focused financial advisors
• Life insurance license or willingness to get licensed within 60 days of hire
• FINRA Series 6 licensed or willingness to get a Series 6 within 90 days of joining
• Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

Preferred Qualifications

• FINRA Series 7 license
• Experience working as part of a fast-moving team with minimal guidance
• Highly comfortable with technology, both personally and professionally
• Excellent written and verbal communications, both internally and externally
• Strong problem solver and creative, independent thinker 
• Energetic, positive and charismatic 

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $124,800 - $163,800 base plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.