What are the responsibilities and job description for the External Wholesaler, Annuity (Central Pennsylvania - Remote in Territory) position at Brighthouse Financial?
Where you’ll work :
This is a fully remote position in the assigned territory.
How you’ll contribute :
As an External Wholesaler, you’ll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.
In this role, you’ll get to :
- Responsible for building new and maintaining existing relationships with independent financial advisors in central Pennsylvania to increase revenue from annuity sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job.
- Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients.
- Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuities.
- Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financial’s products, describe our value proposition and present our products in the context of sales ideas.
- Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
- Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing.
- Responsible for keeping financial advisors informed of rapidly changing products and service agreements.
- Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents.
- Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face).
- Perform other duties as required.
We’re looking for people who have :
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 :
Travel : Up to 75%
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.,
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.
Salary : $25,000