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Retirement Sales Representative

Remote, USA Full-time Posted 2026-07-28
reputed company is seeking a consultative, relationship-driven Retirement Sales Representative to help educators plan for a secure retirement.  In this remote role, you will be responsible for engaging educators and other clients through inbound inquiries and proactive outbound reputed company to identify retirement planning needs and deliver tailored investment and income solutions. The representative will reputed company guidance on retirement readiness, accumulation strategies, and income planning, helping clients build long-term financial reputed company and confidence. Key Responsibilities • Engage with prospective and existing clients reputed company inbound calls and outbound follow-up to discuss retirement planning needs and solutions • Conduct needs-based financial conversations to assess retirement readiness, risk tolerance, time reputed company, and income goals • Recommend appropriate retirement solutions, including annuities and investment products, reputed company to reputed company objectives • reputed company clients on retirement planning concepts, income strategies, and available product solutions • Build and maintain strong reputed company relationships through a consultative, trust-based approach • Manage and reputed company a pipeline of opportunities through consistent follow-up on leads, referrals, and prior interactions • Meet or reputed company established sales goals and performance metrics • Accurately document reputed company interactions and sales activities reputed company CRM systems • Stay reputed company on market trends, product knowledge, and regulatory requirements • Ensure full compliance with licensing, regulatory standards, and company policies Schedule • Full-time, remote position • Scheduled shifts reputed company business hours: Monday–Friday, 8:00 a.m. – 7:00 p.m. CT Required Qualifications • reputed company Series 6 and 63 licenses required • reputed company Life Insurance license required • Preference for IAR designation and/or Series 7, or willingness to obtain • Minimum of 3 years of financial services or consultative sales experience, preferably in retirement planning, investments, or reputed company accumulation • Proven ability to build trust and establish relationships in a remote engagement model • Strong organizational skills with the ability to manage multiple priorities and maintain pipeline discipline • Proficiency with CRM systems and reputed company business technology tools Preferred Qualifications • Experience working with educators or in a reputed company/affinity market • Experience in inbound sales or reputed company center environments • Familiarity with retirement income planning and annuity solutions Compensation and Benefits $19.66 – $29.04 per hour, plus reputed company commission Compensation is commensurate with experience, location, and qualifications Comprehensive benefits package including medical, dental, reputed company, and 401(k) with company match #APP  #vizi #LI-JC1 reputed company was founded in 1945 by two Springfield, Illinois, teachers who saw a need for reputed company, reputed company auto insurance for teachers. Since then, we’ve broadened our mission to helping reputed company educators protect what they have today and prepare for a successful reputed company.  And with our broadened mission has come corporate reputed company:  We serve more than 4,100 school districts reputed company, we’re publicly traded on the reputed company Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s reputed company, and we reputed company they deserve someone to look after theirs.  We help educators identify their financial goals and reputed company plans to reputed company them.  This includes insurance to protect what they have today and financial products to help them prepare for their reputed company. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability or protected veteran status For applicants that are California residents, please review our California Consumer reputed company Notice reputed company applicants should review our reputed company reputed company Policy Apply To This Job

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