Business Development Specialist - Annuity

Job Overview:

We are seeking a high-energy Business Development Representative to accelerate growth across two key outreach channels. You will be responsible for recruiting active annuity producers and consulting with property/casualty agents to identify annuity opportunities within their existing client base. This role requires a strategic communicator who understands the insurance landscape and can comfortably pivot between cold recruitment and consultative discovery.

Schedule: Remote, Full Time | 40h per week - Flexible with CDT business hours.

Responsibilities:

• Conduct outbound calls to identify and recruit active annuity producers for partnership.
• Engage property and casualty agents to uncover potential annuity leads among clients aged 65+.
• Schedule qualified meetings for internal annuity specialists to review specific client cases.
• Execute outreach using pre-built messaging packages and scripts provided by the team.
• Manage high-volume outbound activity to achieve a target of 2-5 new meetings per week.
• Accurately document all agent interactions and follow-up tasks in the CRM.
• Identify and qualify prospects based on their book of business and production levels.
• Collaborate with leadership to provide feedback on agent objections and messaging effectiveness.

Requirements:

• Proven experience in outbound business development or recruitment within the insurance sector.
• Strong working knowledge of annuity products and insurance distribution models (FMO/IMO).
• Exceptional phone etiquette and the ability to build immediate rapport with agents.
• Disciplined approach to lead tracking and meeting daily outreach targets.
• Ability to explain complex value propositions to property and casualty producers.
• Bonus: if you have experience working with Shelter Insurance or similar P&C carriers.
• Nice to have: It helps if you have a background in financial services or retirement planning products.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health insurance for eligible locations
• Stable full-time schedule with no weekend requirements.

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer

BruntWork never charges anything for applying or any part of the hiring process—it is 100% free. If you are ever asked for payment, please stop and report it immediately to our official email us through the ‘Contact Us’ form on our official BruntWork website.