Job Overview

Our client is seeking a high-energy Business Development Specialist to accelerate growth across two key outreach channels. You will be responsible for recruiting active annuity producers and consulting with property/casualty agents to identify annuity opportunities within their existing client base. This role requires a strategic communicator who understands the insurance landscape and can comfortably pivot between cold recruitment and consultative discovery.

Schedule

Monday - Friday, Flexible Business Hours [CDT], with 1 hour unpaid break (40 work hours per week)

Responsibilities

• Conduct outbound calls to identify and recruit active annuity producers for partnership.
• Engage property and casualty agents to uncover potential annuity leads among existing clients.
• 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.

Requirements

• 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: Experience working with Shelter Insurance or similar P&C carriers.
• Nice to have: Background in financial services or retirement planning products.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage
• Stable schedule with no weekends required

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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