Annuity Sales Agent

About this role

Job Summary :  

American Insurance Marketing Group   is seeking an Annuity Sales Specialist to help clients safeguard their long-term financial well-being through annuity and retirement income solutions. Operating within a Medicare-focused sales environment, this role combines proactive business development with ongoing client relationship management and serves as the organization's dedicated annuity resource.  

This position is ideal for a self-motivated sales professional who enjoys building new opportunities, developing relationships, and growing a book of business. The Annuity Sales Specialist will educate clients on retirement income strategies, assess their financial protection needs, and recommend annuity products that complement their Medicare coverage and support their broader retirement planning goals. Working closely with Medicare sales professionals, this individual will help expand the organization's annuity business while delivering exceptional client service and financial guidance.  

Location :   This is a hybrid role , offering 2-3 days spent in the office and the remainder working remotely or meeting with clients in the field. Primary office location is   Johnstown, PA . Team members may also work from the   Altoona, PA office , which offers   additional   workspace and flexibility based on business needs.

Key Responsibilities :   

Business Development & Prospecting  

• Generate new and existing business through outbound outreach, referrals, community events, partnerships, and Medicare-related lead sources while consistently achieving sales and business development goals.  

• Conduct client needs assessments to   identify   retirement income opportunities and recommend annuity solutions that support long-term financial security.  

Client Relationship Management  

• Build, manage, and grow a portfolio of clients through ongoing relationship management, policy reviews, retirement planning discussions, and exceptional customer service.  

• Strengthen client relationships by   identifying   additional   solutions that align with evolving financial goals, Medicare milestones, and long-term financial needs.  

Product Knowledge & Compliance  

• Maintain   expertise   in fixed, indexed, and hybrid annuity products, retirement income planning, Medicare-related financial considerations, and industry trends.  

• Ensure compliance with licensing requirements, carrier guidelines, regulatory standards, and continuing education requirements.  

Collaboration & Partnership  

• Collaborate with Medicare sales teams to coordinate client strategies, share opportunities, and deliver comprehensive retirement solutions.  

• Partner with marketing, operations, and compliance teams to support business initiatives, client communications, and growth opportunities.  

• Participate in team meetings, training, coaching, and professional development activities to support individual and team success.  

• Serve as the organization's dedicated annuity specialist, helping expand and grow this area of the business through consultative sales and relationship-building efforts.  

Required   Qualifications  

• Active Life & Health Insurance License (or ability to obtain).   

• At least 1 year of experience selling annuities, retirement products, insurance products, or related financial services.   

• Proven success in business development, sales, and relationship management.   

• Strong interpersonal, presentation, and consultative selling skills.   

• Ability to communicate complex financial concepts in a clear and understandable manner.   

• High level   of professionalism, integrity, and commitment to compliant sales practices.   

• Proficiency   in Microsoft Office, including Outlook, Word, and Excel.   

• High school diploma or equivalent combination of education and experience.  

Preferred Qualifications  

• Medicare sales experience.   

• Experience working with Medicare-eligible clients.   

• Knowledge of fixed, indexed, and hybrid annuity products.   

• Experience managing and growing a   book of business .   

• Experience in retirement income planning or retirement-focused financial products.  

Success Profile  

• Entrepreneurial – Driven to build and grow their business pipeline.  

• Relationship-Oriented – Skilled at developing trust and long-term client loyalty.  

• Educator at Heart – Comfortable guiding clients through important retirement decisions.  

• Results-Focused – Motivated by goals, activity metrics, and performance outcomes.  

• Organized & Adaptable – Able to balance prospecting with portfolio management.  

Our Benefits:  

• Competitive base + uncapped commission   +   annual   merit   bonus  

• Comprehensive training, onboarding, and ongoing professional development opportunities.

• Paid Time off + Company paid Holidays   

• Paid parental leave  

• Competitive Benefit Package, including Medical, Dental, Vision, and Pet   insurance !  

• 401(k) with Company Matching  

• Build relationships and take part in learning opportunities through our Employee Resource Groups  

• Mental health aid through our Employee Assistance program (EAP)  

• Get paid to work with your friends through our Referral Program!  

About   American Insurance Marketing Group  

We take the pressure off. Our customer center is a way for you to easily access the information you need to make a good decision about the type of insurance you need and can afford. Our friendly, knowledgeable staff makes your peace of mind their number one priority. We can help you connect the pieces of your specific insurance puzzle.  

No matter what piece of the insurance puzzle you are looking at, we can help you find the plan that fits your life. Whether you are an individual, have a family, are a Medicare recipient, or a business owner looking to provide insurance for your employees, our insurance experts can answer your questions and help find a plan that fits your life, your hea

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