Annuity Sales Consultant page is loaded## Annuity Sales Consultantremote type:
Remotelocations:
Remote, FLtime type:
Full timeposted on:
Posted Todaytime left to apply:
End Date: February 9, 2026 (6 days left to apply)job requisition id:
R4737**Our Company**Explore how you can contribute at AmeriLife.For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.**Job Summary**As a Captive Sales Associate, you will serve exclusively as a representative of YFB, presenting and selling a select portfolio of insurance and financial products designed specifically for senior clients (age 55+). Your primary role is to educate and guide prospects attending our Social Security planning workshops through personalized follow-up appointments, helping them implement retirement income, asset protection, and wealth preservation strategies. This is an outside sales position that requires face-to-face meetings with prospects from Social Security planning workshops.
All client leads are provided exclusively through agency-sponsored educational workshops. You will work solely with products and carriers approved and contracted through the agency. In exchange for the agency covering all business overhead expenses and providing qualified leads, you agree to meet established minimum production requirements and to represent only YFB products during your employment.**Job Description****Compensation Details*** Annual Base Salary: $40,000 – paid bi-weekly and treated as a recoverable draw against earned commissions.* Commissions: Paid on all approved sales according to the current agency commission schedule (available in your producer agreement).* Monthly Bonus: If your gross commissions earned in a given month exceed the monthly draw amount ($3,750), you will receive the positive difference as a monthly performance bonus, paid on or before the 15th of the following month.* Uncapped earning potential based on production volume.* There is no additional compensation (salary, hourly pay, or stipend) beyond commissions and bonuses once the draw is fully covered.**Business Expenses Covered by the Agency**
The agency provides and pays for the following at no cost to you:* Office space and utilities* Workshop venue costs and materials* Marketing collateral and educational handouts* Lead generation through Social Security planning workshops* Administrative support (scheduling, application processing, etc.)* Agency-provided technology and software* Continuing education and required training**Essential Duties & Responsibilities*** Actively participate in and help facilitate agency-hosted Social Security planning workshops (in-person and/or virtual).* Follow up promptly with workshop attendees to schedule and conduct needs-based consultation appointments.* Perform thorough fact-finding and suitability analyses with prospective clients.* Present, recommend, and sell only agency-approved insurance and financial products (including but not limited to annuities, life insurance, long-term care solutions, and Medicare-related offerings where licensed).* Maintain accurate records of all client interactions, applications, and sales in the agency’s CRM and compliance systems.* Adhere to all state, federal, and carrier compliance requirements, including suitability standards and disclosure obligations.* Meet or exceed the agency’s minimum production requirements (detailed in your producer agreement and performance plan).* Continuously improve product knowledge, presentation skills, and industry expertise through provided training.* Conduct all business activities ethically and in the best interest of the client.**Important Employment Conditions*** Captive/Exclusive Representation Requirement
You may not sell, solicit, or refer any insurance, annuity, investment, or financial product outside of contracts held by [Agency Name] while employed in this position. Violation of this requirement is grounds for immediate termination.* Minimum Production Standards
You must achieve and maintain minimum sales and activity requirements as outlined in your individual producer agreement and performance plan. Failure to meet these standards may result in corrective action, adjustment of draw recovery terms, or termination of employment.* Licensing
You must maintain active Life, Health, and any other required licenses in good standing in all states where you conduct business.**What AmeriLife Offers**A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.**Equal Employment Opportunity Statement**We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.**Americans with Disabilities Act (ADA) Statement**We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.**Pay Transparency Statement**We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.**Background Screening Statement**Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals.***Our Mission***AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.***Our Values***AmeriLife practices five core values at all levels of the organization:Honesty – We deal truthfully with all of our clientsIntegrity #J-18808-Ljbffr
Remotelocations:
Remote, FLtime type:
Full timeposted on:
Posted Todaytime left to apply:
End Date: February 9, 2026 (6 days left to apply)job requisition id:
R4737**Our Company**Explore how you can contribute at AmeriLife.For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.**Job Summary**As a Captive Sales Associate, you will serve exclusively as a representative of YFB, presenting and selling a select portfolio of insurance and financial products designed specifically for senior clients (age 55+). Your primary role is to educate and guide prospects attending our Social Security planning workshops through personalized follow-up appointments, helping them implement retirement income, asset protection, and wealth preservation strategies. This is an outside sales position that requires face-to-face meetings with prospects from Social Security planning workshops.
All client leads are provided exclusively through agency-sponsored educational workshops. You will work solely with products and carriers approved and contracted through the agency. In exchange for the agency covering all business overhead expenses and providing qualified leads, you agree to meet established minimum production requirements and to represent only YFB products during your employment.**Job Description****Compensation Details*** Annual Base Salary: $40,000 – paid bi-weekly and treated as a recoverable draw against earned commissions.* Commissions: Paid on all approved sales according to the current agency commission schedule (available in your producer agreement).* Monthly Bonus: If your gross commissions earned in a given month exceed the monthly draw amount ($3,750), you will receive the positive difference as a monthly performance bonus, paid on or before the 15th of the following month.* Uncapped earning potential based on production volume.* There is no additional compensation (salary, hourly pay, or stipend) beyond commissions and bonuses once the draw is fully covered.**Business Expenses Covered by the Agency**
The agency provides and pays for the following at no cost to you:* Office space and utilities* Workshop venue costs and materials* Marketing collateral and educational handouts* Lead generation through Social Security planning workshops* Administrative support (scheduling, application processing, etc.)* Agency-provided technology and software* Continuing education and required training**Essential Duties & Responsibilities*** Actively participate in and help facilitate agency-hosted Social Security planning workshops (in-person and/or virtual).* Follow up promptly with workshop attendees to schedule and conduct needs-based consultation appointments.* Perform thorough fact-finding and suitability analyses with prospective clients.* Present, recommend, and sell only agency-approved insurance and financial products (including but not limited to annuities, life insurance, long-term care solutions, and Medicare-related offerings where licensed).* Maintain accurate records of all client interactions, applications, and sales in the agency’s CRM and compliance systems.* Adhere to all state, federal, and carrier compliance requirements, including suitability standards and disclosure obligations.* Meet or exceed the agency’s minimum production requirements (detailed in your producer agreement and performance plan).* Continuously improve product knowledge, presentation skills, and industry expertise through provided training.* Conduct all business activities ethically and in the best interest of the client.**Important Employment Conditions*** Captive/Exclusive Representation Requirement
You may not sell, solicit, or refer any insurance, annuity, investment, or financial product outside of contracts held by [Agency Name] while employed in this position. Violation of this requirement is grounds for immediate termination.* Minimum Production Standards
You must achieve and maintain minimum sales and activity requirements as outlined in your individual producer agreement and performance plan. Failure to meet these standards may result in corrective action, adjustment of draw recovery terms, or termination of employment.* Licensing
You must maintain active Life, Health, and any other required licenses in good standing in all states where you conduct business.**What AmeriLife Offers**A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.**Equal Employment Opportunity Statement**We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.**Americans with Disabilities Act (ADA) Statement**We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.**Pay Transparency Statement**We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.**Background Screening Statement**Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals.***Our Mission***AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.***Our Values***AmeriLife practices five core values at all levels of the organization:Honesty – We deal truthfully with all of our clientsIntegrity #J-18808-Ljbffr