Annuity Services Director jobs in Stamford, CT

Who We Are:

We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the top distributors of digital life insurance policies in the world. We have an in-house marketing team that is generating exclusive client requests for our advisors. We are the only organization in the industry that owns both the technology platform and the distribution channels. We will gross more than $250 million in premiums this year and we are valued at more than $3 billion.

Our Vision:

We are transforming the life insurance industry with technology and business systems that create a frictionless experience for clients and provide cutting edge tools to our advisors.

Client Acquisition:

We have our own in-house marketing team that generates approximately 20,000 new client requests per week, exclusively for our advisors. We use a data driven approach that is constantly fine-tuned to find and be found by motivated clients who have a need and desire to buy life insurance.

Our system includes targeted direct mail and digital content that goes out to homeowners. Those homeowners who are interested in what we offer will personally respond through an online link, scanning a QR code on the direct mail piece, or by calling in and requesting us to contact them and set a virtual appointment over zoom to review their options. There is no cold calling. Only those who have requested the information will be contacted. Our system is very effective allowing many of our advisors to earn over $120k in the first year regardless of experience.

Client Fulfillment:

As a client advisor you will have access to our technology driven CRM to connect with clients who have requested a consultation, the automation will set a virtual appointment from home or anywhere to help them apply for the best plan for their needs. The system will send a calendar event with a one-click link to connect for the virtual meeting. Our full-time advisors will connect with 10 to 15 families per week. We provide ongoing training and support for our advisor partners. Some of our advisors start on a part-time basis and gradually move to full-time.

In addition to generating client requests, we have created a Direct-to-Consumer platform for independent insurance advisors to leverage. What is it? A Direct-to-Consumer platform allows clients to buy an insurance policy on their own, from their desktop, laptop, tablet, or smartphone.

The advisor who sent them to the site through a unique link gets paid the commission for the sale! Our client advisors earn income 24/7 by driving traffic from social media, your warm market, and clients who prefer to get coverage on their own time, while still meeting with other clients virtually! Now you can leverage InsurTech for yourself.

You as the client advisor have access to real-time dashboards for status updates on all applications so that you can track how your 24/7 storefront is performing. We are empowering our agents with leading-edge systems and technology.

Advisor Compensation:

This is a 1099/commission-based position.

The average compensation is about $1,000 per issued client application. Our average full-time advisors will enroll at least five clients per week. Our top advisors will protect 15 to 20 clients per week.  You will earn overrides, bonuses, residuals, and all-expense-paid incentive travel. You are vested from day one. You may qualify for equity incentives. You may qualify for an agency contract, which gives you full ownership of your permanent residual income stream.

Expectations:

This position is remote and combines the freedom and tax benefits of being an independent contractor, with the ongoing support and coaching from our team of experts who will help you every step of the way. You will be accountable for your activity and results. Rapid advancement into leadership is available. We are transforming the industry and we will provide the training, coaching, and tools you need to be a part of this great transformation. You will bring your drive, vision for your future, and desire to make an impact in the lives of others.

Main Duties and Responsibilities:

• This is a remote position
• Be Accountable for your activity and results
• Attend live zoom training sessions every week
• Lead by example
• Ask for help when you need it
• Commit to personal growth and development
• Attend national company events
• Demonstrate high moral character with every interaction
• Become a student of our business systems and methods