Senior Manager, Annuities Sales

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Manager, Annuities Sales in the United States.

This leadership role sits at the forefront of a fast-growing fintech environment, focused on building and scaling a next-generation annuities sales platform designed to simplify retirement income solutions. You will own both strategy and execution across sales and operations, acting as a hands-on leader who actively drives revenue while shaping the long-term go-to-market model. The role blends deep financial services expertise with modern, data-driven sales leadership in a highly regulated, customer-centric space. You will build and coach high-performing teams, define scalable processes, and directly influence product and marketing strategy through customer insights. This is a highly visible position where commercial leadership, analytical thinking, and operational excellence converge. The environment is fast-paced, remote-first, and strongly focused on ownership, innovation, and performance impact.

Accountabilities:

Own the full annuities sales funnel and revenue targets, operating as a player-coach who actively sells while leading team performance and execution
Build, scale, and develop high-performing inside sales and operations teams, including hiring, onboarding, and continuous coaching
Design and refine sales playbooks, scripts, and structured coaching rhythms to improve close rates and customer experience
Oversee end-to-end annuities operations including licensing, suitability, rollovers, funding, commissions, and post-issue servicing
Define and track key performance indicators (KPIs) across sales and operations to ensure data-driven decision-making and accountability
Partner with Marketing and Product teams to refine go-to-market strategy, improve lead quality, and shape product requirements based on customer insights
Drive process scalability and operational excellence across the annuities lifecycle, ensuring a seamless customer journey

Requirements:

7–12+ years of experience leading inside sales and operations teams in a high-performance, regulated financial services environment
Proven track record as a top-performing seller with deep expertise in annuities and consultative sales
Active Life & Annuity producer license with up-to-date compliance training required
Strong mastery of annuities processes including suitability, rollovers, replacements, funding, and servicing
Experience building scalable sales teams, playbooks, and performance coaching frameworks
Strong analytical skills with experience in forecasting, pipeline management, and CRM/telephony systems
Ability to lead cross-functional collaboration with Product, Marketing, and Operations teams
Excellent communication, coaching, and leadership skills with a strong ownership mindset

Benefits:

Competitive base salary range with uncapped earning potential through bonuses and incentives
Equity participation opportunities
Comprehensive health coverage including medical, dental, and vision insurance
401(k) retirement savings plan
Paid time off and flexible remote work environment
Professional development opportunities and career growth in a high-impact fintech scale-up
Technology-driven, innovation-focused workplace with strong emphasis on autonomy and ownership.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Senior Manager, Annuities Sales

Requirements:

Benefits:

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