• Conduct outbound calls to identify and recruit active annuity producers for partnership.
• Engage property and casualty agents to uncover potential annuity leads among clients aged 65+.
• Schedule qualified meetings for internal annuity specialists to review specific client cases.
• Execute outreach using pre-built messaging packages and scripts provided by the team.
• Manage high-volume outbound activity to achieve a target of 2-5 new meetings per week.
• Accurately document all agent interactions and follow-up tasks in the CRM.
• Identify and qualify prospects based on their book of business and production levels.
• Collaborate with leadership to provide feedback on agent objections and messaging effectiveness.

• Proven experience in outbound business development or recruitment within the insurance sector.
• Strong working knowledge of annuity products and insurance distribution models (FMO/IMO).
• Exceptional phone etiquette and the ability to build immediate rapport with agents.
• Disciplined approach to lead tracking and meeting daily outreach targets.
• Ability to explain complex value propositions to property and casualty producers.
• Bonus: if you have experience working with Shelter Insurance or similar P&C carriers.
• Nice to have: It helps if you have a background in financial services or retirement planning products.

Independent Contractor Perks:

• Health Insurance.
• Immediate Hiring.
• Permanent work from home.
• Stable schedule with no weekends required.