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Remote Annuity Jobs in Minnesota (NOW HIRING)

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Remote Annuity information

What are the key skills and qualifications needed to thrive as a Remote Annuity Specialist, and why are they important?

To thrive as a Remote Annuity Specialist, you need a strong understanding of financial products, insurance regulations, and sales techniques, typically supported by relevant licenses such as a state insurance license. Proficiency in CRM software, online communication platforms, and financial planning tools is commonly required. Outstanding customer service, self-motivation, and the ability to clearly explain complex information are crucial soft skills for this remote role. These skills ensure effective client support, regulatory compliance, and successful sales performance in a virtual environment.

What is a Remote Annuity job?

A Remote Annuity job typically involves selling, managing, or providing customer service for annuity products from a remote location, such as your home. Professionals in these roles may work for insurance companies, financial institutions, or as independent agents, supporting clients with their annuity purchases and ongoing account management. The job often includes educating clients about annuity options, processing applications, and ensuring compliance with regulations. Remote Annuity jobs leverage virtual communication tools to interact with clients and team members. This setup offers flexibility and the ability to work from anywhere with a reliable internet connection.

What is the difference between Remote Annuity vs Remote Insurance Agent?

AspectRemote AnnuityRemote Insurance Agent
CredentialsLicenses in annuities, financial certificationsInsurance licenses, certifications
Work EnvironmentRemote, client-facing, financial planningRemote, client-facing, sales-focused
Industry UsageFinancial services, retirement planningInsurance sales, risk management
Common Search IntentFinancial products, retirement incomeInsurance policies, coverage options

Remote Annuity professionals focus on selling and advising clients on retirement income products like annuities, requiring financial licenses. Remote Insurance Agents sell various insurance policies, needing insurance licenses. While both roles are remote and client-facing, their primary products and certifications differ, aligning with distinct industry segments.

What are some common challenges faced by remote annuity specialists and how can they be addressed?

Remote annuity specialists often face challenges such as maintaining effective communication with clients and colleagues, staying updated on regulatory changes, and managing complex client portfolios without in-person interaction. To address these, it's important to leverage digital collaboration tools, participate in regular virtual training sessions, and establish clear communication channels. Staying organized and proactive in reaching out to clients also helps build trust and ensures seamless service delivery in a remote environment.
What are popular job titles related to Remote Annuity jobs in Minnesota? For Remote Annuity jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Remote Annuity jobs in Minnesota look for? The top searched job categories for Remote Annuity jobs in Minnesota are:
What cities in Minnesota are hiring for Remote Annuity jobs? Cities in Minnesota with the most Remote Annuity job openings:
Remote Annuity jobs near you
Infographic showing various Remote Annuity job openings in Minnesota as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Internal Wholesaler

Foresters Financial Services

Bloomington, MN • Remote

Full-time

Re-posted 17 days ago

Job description

Career OpportunityRole TitleInternal WholesalerPurpose of roleThe Internal Wholesaler's primary function is to drive sales of Foresters Financial life and annuity products across multiple distribution channels via inbound calls. This role is heavily focused on taking inbound calls from agents inquiring about Foresters' product offerings and overall, the company's value proposition.
The position requires an extremely motivated, ambitious and competitive person who works well in a fast-paced sales environment.Job DescriptionKey Responsibilities
  • Provide sales and marketing support of Foresters Financial products across all business lines to drive sales
  • Educate and sell the benefits of Foresters Financial products and Member Benefits
  • Work with agents to identify client needs and recommend product offerings and marketing strategies
  • Actively participate in ongoing professional development and training
  • Provide high level of sales support in answering customer inquiries and solving customer challenges
  • Use selling skills to convert opportunities to sales
  • Support and execute on all sales & marketing initiatives and corporate strategies as set by management
  • Expected to meet all core call related metrics as set forth by management
  • Utilize systems, technology and tools to track activities and profile agent data in effort to expand reach of product distribution
  • Develop and enhance personal industry and product knowledge to effectively communicate and build credibility with agents
  • Maintain a proactive and supportive relationship with sales, marketing, operations teams, and all internal partners
  • Provide daily/weekly feedback on sales related activity
  • Represent Foresters in a professional manner to all internal/external customers both on the telephone and through attendance at selected events
  • Make sound business decisions in terms of prioritizing and managing workload to ensure completion
  • Adhere to the rules and practices set forth by Compliance
Key Qualifications
  • Education (minimum required): Bachelor's degree or equivalent work experience
  • Experience (minimum required): A minimum of one year experience in a sales profession or financial services industry
  • Knowledge of life and annuity insurance products and services preferred
  • Strong sales ability along with effective telephone and customer relationship building skills
  • Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
  • Top notch phone etiquette and excellent interpersonal communication skills both verbal and written required
  • Ability to organize and communicate complex information while navigating multiple systems in order to meet customer expectations
  • Strong results-oriented focus, strong work ethic and positive attitude
  • Well-developed problem solving and analytical skills, and the ability to absorb and diffuse customer emotions
  • Demonstrates initiative, creativity and resourcefulness
  • Bilingualism (Spanish) is a plus but not required

#LI-Remote

Hours of Operation:

  • The role requires working hours between 8:00am and 5:00pm (CST), Monday to Friday. Hours of operation could change and require flexibility. Flexibility regarding hours of work is required due to changing conditions, call volumes and business needs.

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.


Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.


Equal Opportunity Employment and Inclusion - at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.


Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email accommodations@foresters.com in advance of your appointment.


Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

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