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Annuity Sales Support Specialist

DMI MARKETING · Oct 12th 2020

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Primary Job Functions:

An Annuity Sales Support Specialist will work closely with multiple VPs of Annuity by running FIA illustrations and case design for new and existing advisors. The Sales Support Specialist will provide advisors with point of sales materials and paperwork to make the sale, assist new advisors in the licensing and contracting process as well as follow up and follow through with advisors on case status and revisions.

Essentials roles and responsibilities:

  • Case design and running FIA illustrations
  • Packaging up all point of sales materials and paperwork for advisors
  • Following up and following through with advisors on all cases designs for revisions and completion
  • Assist new advisors in L & C process
  • Maintain detailed data in CRM

What success looks like:

  • Allowing the VP of Annuity time to recruit new advisors and drive sales to hit team goals
  • Build confidence and credibility with advisors and internal sales team in knowledge of FIA products, carriers and case design at an A-Level.
  • Maintain detailed CRM on all activities and results
  • Assist new advisors in L & C process
  • Work in a team environment to hit team recruiting and sales goals

Salary and Compensation:

Base Salary is determined based on experience and ranges from $65,000-$75,000.

Offering a full range of benefits including health/medical, dental, 401k with company match and other supplemental benefits

Career Path:

With success and experience this position can move into a Business Development role or VP of Annuity Sales role in 2- 5 years.


The job is currently fully remote. DMI will accept applicants from anywhere in the United States. Although local applicants would have the option to complete training in the Hingham, MA office.

. Requirements: Required Skills:

  • CRM (Sales Force or other CRM knowledge )
  • FIA software experience
  • FIA products / carriers competitive knowledge
  • Sales suitability, case intake and case positioning experience

Noteworthy Behaviors:

Pro - Active, goal oriented, positive, high energy, competitive, high level of customer service and empathy and a team player

Cognitive Skills:

Attention to detail and accuracy, focused attention, process speed, logic and reasoning and ability to listen


Detailed, data driven, highly organized, follow up and follow through and process driven


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