Life Insurance & Annuity Client Concierge

Life Insurance & Annuity Client Concierge job with rapidly growing Insurance Marketing Firm. Most noteworthy, the Life Insurance & Annuity Client Concierge job is within a team focused on helping client prospects find financial advisors that can help them with their retirement planning needs. Above all, as a Client Concierge, you will be responsible for working leads to help assess their needs. Also, then sell them on the value of meeting with a financial advisor. Furthermore, the financial advisor can help the prospect get product specific information and create a financial plan for retirement. This job is all about active listening, building rapport, effectively selling the value of program offering and efficiently working a pipeline of leads. Apply now for this Life Insurance & Annuity Client Concierge job by clicking on the Apply Now button above!

Duties and Responsibilities

  • First, take each lead through established sales process from beginning to end, tailoring offering to best fit the needs of the prospective advisor.
  • Most noteworthy, utilize Salesforce, cold call, and email to generate new sales opportunities.
  • Furthermore, update Salesforce with relevant information in discovery and update status throughout the sales process, including thorough and complete note taking.
  • Also, reaching out to leads captured and nurtured by the Marketing Team to book meetings with independent financial advisors.
  • Provide feedback to Marketing Team regarding quality of marketing-sourced leads.
  • Finally, report to sales manager with weekly, monthly, and quarterly results.


  • Life and Health insurance licensed, strongly preferred.
  • Above all, prior experience as a sales development rep with a track record of achieving sales quotas.
  • Two or more years of industry experience working in the independent financial distribution space, preferred.
  • Also, bachelor’s degree or an equivalent combination of education, preferred.
  • Most noteworthy, able to think strategically and tactically.
  • Also most noteworthy, able to maintain a positive attitude in the face of criticism, rejection, or failure.
  • High integrity and ability to establish trusting relationships.
  • Enjoy working in a fast-paced environment.
  • Strong verbal and written communication skills.
  • Finally, ability to work independently and manage one’s own workload.

Back to All Insurance Jobs. Or if you prefer, back to the hub; our Home page.

Articles on how to work remote. How to (Actually) Save Time When You’re Working Remotely and 20 Tips for Working From Home.

Apply for Job Here

Other Insurance Jobs

Actuarial Analyst

Actuarial Analyst job with highly rated Insurance Group! Client offers a full line of life insurance, annuity, and supplemental health products to help customers plan

Read More »

Associate Financial Advisor

Associate Financial Advisor job with exceptional Firm located in one of the fastest growing retirement communities in the United States. Area is growing exponentially. Above

Read More »

Lifecycle Marketing Manager

Lifecycle Marketing Manager job will support the implementation of the lifecycle marketing strategic plan for the client-facing customer journey. Above all, must have experience in

Read More »

All Insurance Jobs Alert Sign Up

Actuary Jobs Alert Sign Up

Featured Insurance Jobs Alert Sign Up