Also referred to as:
Business Development Supervisor - Annuities
Requirements and Responsibilities
Annuities Sales Supervisor supervises annuity sales support staff and sales activities to ensure achievement of production goals and service standards. Monitors team performance, sales pipelines, and client engagement activities to drive revenue growth and operational effectiveness. Being an Annuities Sales Supervisor develops and coaches sales personnel on annuity products, sales techniques, compliance standards, and customer relationship management practices. Assists with resolving escalated sales or service issues involving agents, advisors, or policyholders. Additionally, Annuities Sales Supervisor coordinates sales campaigns, reporting activities, and training initiatives to support departmental objectives. Ensures adherence to insurance regulations, suitability requirements, and company sales policies. Requires a bachelor's degree. Requires Passing of FINRA SIE Exam. Typically reports to a manager. The Annuities Sales Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be an Annuities Sales Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
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