Retirement Protection Specialist

Responsibilities

• Business Development & Prospecting
• Identify, engage, and convert new prospects through outbound outreach, community events, referral networks, partnerships, and Medicare-related lead sources.
• Conduct needs assessments for Medicare-eligible individuals to uncover retirement income gaps and annuity opportunities.
• Design and deliver compelling presentations explaining how annuity products enhance long-term financial protection.
• Consistently achieve new business sales targets.
• Client Relationship Management
• Manage and grow an assigned client portfolio, ensuring ongoing satisfaction and retention.
• Provide regular policy reviews, retirement income check-ins, and follow-up guidance at key Medicare milestones.
• Deepen relationships by identifying cross-sell opportunities aligned with clients' evolving financial goals.
• Deliver high-quality service, addressing client questions, concerns, and plan changes in a consultative manner.
• Product Expertise & Compliance
• Maintain deep knowledge of fixed, indexed, and hybrid annuity products, retirement income planning, and Medicare-related financial considerations.
• Stay up-to-date on regulatory requirements, carrier guidelines, and ethical sales standards.
• Complete required licensing, training, and continuing education in both annuities and Medicare.
• Collaboration & Internal Partnership
• Work closely with Medicare sales teams to coordinate strategies, share leads, and align client solutions.
• Partner with marketing, operations, and compliance teams to support campaigns, events, and client communication initiatives.
• Participate in team meetings, training sessions, and performance coaching to drive mutual success.

Requirements

• Active Life & Health Insurance License (or ability to obtain).
• Experience selling annuities, retirement products, or related financial services required; Medicare sales experience strongly preferred.
• Proven success in both new business and relationship roles.
• Strong interpersonal, presentation, and consultative‑selling skills.
• Ability to simplify complex financial concepts for clients age 65+ and their families.
• High integrity, customer-centric mindset, and commitment to compliant sales practices.
• Proficient in Microsoft Office, Outlook, Word, and Excel.
• High school diploma or the equivalent combination of education and experience required.
• Success Profile
• The ideal candidate is:
• Entrepreneurial - Driven to build and grow their business pipeline.
• Relationship-Oriented - Skilled at developing trust and long-term client loyalty.
• Educator at Heart - Comfortable guiding clients through important retirement decisions.
• Results-Focused - Motivated by goals, activity metrics, and performance outcomes.
• Organized & Adaptable - Able to balance prospecting with portfolio management.

Benefits

Additional Information

Retirement Protection Specialist (Annuities Sales Agent - Medicare Environment)** American Insurance Marketing Group Johnstown, PA Job Summary The Retirement Protection Specialist plays a key role in helping clients safeguard their long‑term financial wellbeing by offering annuity solutions within a Medicare-focused sales environment. This role blends proactive prospecting with ongoing relationship stewardship-ideal for someone who thrives on generating new business while nurturing an existing book of business. The Specialist will educate customers on retirement income strategies, assess their financial protection needs, and guide them toward annuity products that complement their Medicare coverage and overall retirement planning.

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