We are inviting a small number of exceptional producers into the Annuity Nest Egg platform. If you care about clear conversations, steady follow-up, and doing the work the right way, this may be a strong fit.
About Annuity Nest Egg
Annuity Nest Egg helps people get clearer answers before they make decisions about a meaningful portion of their retirement savings. The platform brings together digital intake, education, client portal workflows, and licensed review so each conversation is easier to understand and easier to document.
We are looking for sharp, steady producers who respect the details. That means plain language, careful notes, reliable follow-up, and real respect for suitability, licensing, and consumer protection rules.
About the role
This is a selective 1099 producer opportunity for people who can educate consumers, qualify fit, gather fact-finding details, and coordinate the next step through a compliant licensed review process.
You may help people understand annuity contract features, income options, liquidity limits, surrender schedules, riders, fees, carrier strength, and tradeoffs. You must keep tax, legal, fiduciary, investment, and personalized insurance advice boundaries clear unless you are properly licensed and working inside approved procedures.
What you'll do
- Lead retirement income conversations with composure, accuracy, and timely follow-up.
- Translate complex annuity concepts into plain English without pressure tactics, unsupported guarantees, or unsuitable claims.
- Document client facts, goals, questions, objections, and next steps in CRM and portal workflows.
- Coordinate with review and operations so cases move cleanly from inquiry to licensed evaluation.
- Maintain a high standard for follow-up speed, professional writing, and compliance discipline.
You may be a strong fit if you
- Have current or planned life/insurance licensing and take regulatory obligations seriously.
- Have a track record in financial services, insurance, fintech sales, customer success, advisory support, or education.
- Can earn trust with near-retirees without over-talking, over-promising, or rushing suitability work.
- Are comfortable with CRM discipline, video or phone appointments, asynchronous follow-up, and written notes.
- Want a performance-based contractor path, not an hourly employee position.
The best candidates also bring
- Experience with annuities, retirement rollovers, Medicare-adjacent conversations, or senior-market compliance.
- Evidence of strong production, clean persistence, or unusually strong client retention.
- An instinct for improving scripts, lead handling, funnel feedback, and handoff quality based on real prospect conversations.
Opportunity model
This opportunity is structured for 1099 independent contractors. Compensation, carrier appointment, licensing approval, case access, and client assignment are not guaranteed and may depend on eligibility, state availability, performance, compliance review, and applicable appointment requirements.
Applicants must be at least 18 years old, able to provide documents showing authorization to work in the United States, and able to pass applicable background, licensing, and compliance review requirements.
How we're different
We are not building a boiler-room sales floor. We are building a more disciplined operating system for retirement income conversations, with better intake, better education, better case notes, better handoffs, and a higher bar for who gets invited in.
The right producer here is ambitious without being sloppy, competitive without being reckless, and responsive without being careless. If that sounds like how you work, we want to hear from you.
Apply for this opportunity
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