We're a growing insurance agency with a strong Medicare book of business and a steady pipeline of clients in or approaching retirement who need help protecting and growing their nest egg. We've built our reputation on education-first client relationships, and our Medicare agents consistently uncover opportunities to help clients with retirement income planning through annuities.

Until now, we've referred this business out. We're bringing it in-house — and we're looking for the right person to own this opportunity. Whoever steps into this role inherits a warm, pre-qualified lead source from day one. No cold calling. No buying leads. No prospecting from scratch.

You'll be the agency's go-to expert on annuities, helping retirees and pre-retirees understand how fixed and fixed indexed annuities can fit into their retirement income strategy. You'll work one-on-one with clients referred by our Medicare agents and partner network, and you'll be the face of our educational programs — leading webinars, in-person seminars, and community workshops.

This is not a high-pressure cold-sales role. Our clients trust us because we lead with education. We need someone who can do the same.

Compensation: Base salary plus commission. First-year earning potential of $100,000–$140,000+, with top performers exceeding $150,000. No prospecting costs — leads, marketing, seminar logistics, and CRM are all agency-funded.

Salary Range: $100,000.00 - $140,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Required:

• Active life insurance license (or willingness to obtain within 30 days of hire)
• Strong presentation and public speaking skills — comfortable in front of a room
• Excellent written and verbal communication; able to explain complex financial concepts simply
• High integrity and a client-first mindset
• Sharp, curious, and coachable — willing to deeply learn annuity products and retirement planning concepts
• Reliable and self-directed — strong follow-through on every lead and every commitment
• Proficient with technology: CRM systems, video conferencing platforms, Microsoft Office
• Professional demeanor suitable for working with retirees and pre-retirees
• Ability to work full-time, in-office or hybrid as required
• Reliable transportation for occasional in-person client meetings and seminars

Meet with pre-qualified clients referred internally to assess retirement income needs and recommend appropriate annuity solutions

Deliver clear, compelling one-on-one presentations to clients and family members

Host educational webinars and in-person seminars for prospects and existing clients

Build long-term client relationships and serve as their trusted advisor for retirement planning

Coordinate closely with the referring Medicare agent or partner on each case to ensure a smooth client experience

Maintain accurate records in our CRM and complete all carrier paperwork promptly and correctly

Stay current on annuity products, carrier offerings, suitability requirements, and relevant regulatory changes

Work assigned leads thoroughly and follow up consistently — every lead is valuable

Hit an annual production target of $5M+ in annuity premium placed

Participate in ongoing training and contribute to a culture of continuous learning

Represent the agency professionally at all client meetings, seminars, and community events

DLP Insurance Solutions isn't just another insurance agency; we're a dynamic force committed to redefining how individuals and businesses approach their protection. We believe in proactive solutions, not just reactive policies, and tirelessly work to empower our clients with clarity, confidence, and comprehensive coverage tailored to their unique needs.

Our energetic and professional team thrives on innovation and a passion for service. We foster a culture where every voice is heard, collaboration is key, and continuous learning is celebrated. By leveraging cutting-edge technology and a deep understanding of the insurance landscape, we deliver exceptional value and build lasting partnerships.

Choosing DLP Insurance Solutions means joining a forward-thinking company that prioritizes:

If you're looking for a challenging yet rewarding career where your contributions are valued and you can truly impact the industry, DLP Insurance Solutions is your destination.

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