What are the responsibilities and job description for the Associate Wholesaler (Charlotte, NC (Hybrid) or Remote) position at Brighthouse Financial?
Where you’ll work:
This is a remote position with a hybrid option for candidates in the Charlotte, NC area.
How you’ll contribute:
As an Associate Wholesaler (AWS), you’ll be responsible for providing investment professionals the
ability to help their clients achieve financial freedom with certainty and confidence, while promoting the
Brighthouse Financial brand and increasing Shield/SLPP market share.
In this role, you’ll get to:
Report to BHF ISO Leader (SDM); Partner with an EW (as detailed above) to execute on territory sales plan; & Mentor a NEW (IW1) Internal Wholesaler.
Cultivate new financial advisor relationships (Phase 0) and grow existing financial advisor relationships (Phase 1-3) to achieve sales/revenue expansion within a designated territory.
Strategically plan and manage the deployment of resources to maximize territory sales and new producers while being responsible for budgeting and expenses.
Partner with SRM, firms/centers of influence (BD’s) and industry organizations that have shared values to drive product awareness and market share.
Actively consult, both over the phone and (at least quarterly) in-person, Financial Advisors to provide them with value-added strategies to increase their knowledge, business and expanded partnership.
Educate financial advisors on both KPP and our comprehensive sales experience to promote growth and long term retention.
Interact with key partners (NSD, DSM, SDM, EW/IW, FIAS & KPP) for connectedness, timeliness and quality assurance – known as “FA experience.”
Actively partner with BHF L&D to mentor and train NEW ISA’s to advance IW1 readiness.
Engage in research, thought leadership and competitive intelligence on thriving RILA/VA marketplaces.
We’re looking for people who have:
3 years of sales experience as an Internal and/or External Wholesaler.
Grade 9S or IW2 - Senior Internal Wholesaler preferred.
Proven ability to build strong relationships.
Exemplary track record of exceeding sales performance expectations.
Ability to communicate clearly and motivate others to action (excellent presentation skills).
Proven ability to demonstrate and train on sales and marketing principles and practices
Ability to travel at least once per (calendar) quarter.
Must hold a valid FINRA SIE, Series 6 or 7 and Series 63 license.
Must hold or obtain a Life and Health Insurance license with Variable Authority.
Bachelor’s Degree required or equivalent job experience/education preferred.
Advanced financial designation preferred.
Research shows some people may not apply for a role if they don’t check all the boxes of a job
description. If you don’t check every box listed, that’s okay. We would love to hear from you.
What you’ll receive:
Compensation – Base salary is $60,000.00 plus competitive monthly variable sales incentive target based on sales results.
Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
Travel:
Travel may be required, at least once per (calendar) quarter
Number of Openings:
1
The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.
Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.
We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.
We’re proud to be one of the largest providers of annuities and life insurance in the U.S.* and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal. We’re also honored to be named to Newsweek’s list of Most Trustworthy Companies in America.
This is a remote position with a hybrid option for candidates in the Charlotte, NC area.
How you’ll contribute:
As an Associate Wholesaler (AWS), you’ll be responsible for providing investment professionals the
ability to help their clients achieve financial freedom with certainty and confidence, while promoting the
Brighthouse Financial brand and increasing Shield/SLPP market share.
In this role, you’ll get to:
Report to BHF ISO Leader (SDM); Partner with an EW (as detailed above) to execute on territory sales plan; & Mentor a NEW (IW1) Internal Wholesaler.
Cultivate new financial advisor relationships (Phase 0) and grow existing financial advisor relationships (Phase 1-3) to achieve sales/revenue expansion within a designated territory.
Strategically plan and manage the deployment of resources to maximize territory sales and new producers while being responsible for budgeting and expenses.
Partner with SRM, firms/centers of influence (BD’s) and industry organizations that have shared values to drive product awareness and market share.
Actively consult, both over the phone and (at least quarterly) in-person, Financial Advisors to provide them with value-added strategies to increase their knowledge, business and expanded partnership.
Educate financial advisors on both KPP and our comprehensive sales experience to promote growth and long term retention.
Interact with key partners (NSD, DSM, SDM, EW/IW, FIAS & KPP) for connectedness, timeliness and quality assurance – known as “FA experience.”
Actively partner with BHF L&D to mentor and train NEW ISA’s to advance IW1 readiness.
Engage in research, thought leadership and competitive intelligence on thriving RILA/VA marketplaces.
We’re looking for people who have:
3 years of sales experience as an Internal and/or External Wholesaler.
Grade 9S or IW2 - Senior Internal Wholesaler preferred.
Proven ability to build strong relationships.
Exemplary track record of exceeding sales performance expectations.
Ability to communicate clearly and motivate others to action (excellent presentation skills).
Proven ability to demonstrate and train on sales and marketing principles and practices
Ability to travel at least once per (calendar) quarter.
Must hold a valid FINRA SIE, Series 6 or 7 and Series 63 license.
Must hold or obtain a Life and Health Insurance license with Variable Authority.
Bachelor’s Degree required or equivalent job experience/education preferred.
Advanced financial designation preferred.
Research shows some people may not apply for a role if they don’t check all the boxes of a job
description. If you don’t check every box listed, that’s okay. We would love to hear from you.
What you’ll receive:
Compensation – Base salary is $60,000.00 plus competitive monthly variable sales incentive target based on sales results.
Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
Travel:
Travel may be required, at least once per (calendar) quarter
Number of Openings:
1
The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.
Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.
We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.
We’re proud to be one of the largest providers of annuities and life insurance in the U.S.* and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal. We’re also honored to be named to Newsweek’s list of Most Trustworthy Companies in America.
- Ranked by 2022 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2023.
Salary : $60,000
Financial Consultant 1 Unlicensed
Associate Staffing -
Charlotte, NC
HCM Consultant
Associate Staffing -
Davidson, NC
BI Manager
Associate Staffing -
Charlotte, NC
