Annuity External Wholesaler - Remote

Job Overview

We are seeking a highly driven and accomplished External Wholesaler specializing in annuities to join our esteemed organization. This remote role enables you to operate from anywhere within your designated territory in Central Pennsylvania, allowing you to support independent financial advisors in achieving their clients’ financial aspirations.

Key Responsibilities

• Develop and strengthen relationships with independent financial advisors, becoming a trusted advisor for annuity solutions.
• Conduct collaborative meetings with advisors and their clients, sharing your insights on how annuities can enhance long-term financial stability.
• Work alongside advisors to seamlessly incorporate annuities into comprehensive financial strategies, guiding them through various product offerings and the sales journey.
• Facilitate meetings, seminars, and training workshops to inform current and prospective clients about our offerings and overall value proposition.
• Strategically manage your designated territory to optimize sales opportunities, ensuring effective resource allocation and budget management.
• Partner with a dedicated Internal Wholesaler to identify and develop leads through referrals, marketing initiatives, and territory outreach.
• Stay informed about product updates, service agreements, and emerging industry trends to keep advisors well-equipped.
• Proactively cultivate new client relationships and expand business within key accounts while nurturing existing partnerships.
• Provide valuable insights on market trends and competitor activities to drive sales and product development strategies.
  
  

Required Skills

• 5 years of proven sales experience in the financial services sector, with a focus on wholesaling preferred.
• Strong history of establishing and maintaining effective relationships with financial advisors.
• Demonstrated success in exceeding sales objectives and expanding a sales territory.
• Comprehensive understanding of sales and marketing principles.
• Exceptional presentation and communication capabilities, both verbal and written.
• Ability to work independently while effectively managing time and communication.
• Active FINRA Series 6 or 7 and Series 63 licenses.
• Active Life, Health, and Variable Insurance Licenses in your state of residence.
• A Bachelor’s degree in a relevant field or equivalent professional experience.
  
  

Qualifications

Candidates should possess a demonstrated track record of success in the financial services industry, with the ability to build rapport with financial advisors and a keen understanding of relevant sales practices.

Career Growth Opportunities

This position offers invaluable opportunities to broaden your professional network and build significant relationships within the financial services industry, which can facilitate future career advancement.

Company Culture And Values

We pride ourselves on cultivating a collaborative, inclusive, and high-performance culture. Our organization is recognized as a top employer, dedicated to the well-being and development of our employees.

Compensation And Benefits

• Competitive base salary of $61,200 along with a performance-based monthly variable sales incentive plan.
• Flexible remote work environment to promote work-life balance.
• Generous time off policy including a minimum of 20 days of paid time off, 16 paid company holidays, and additional paid volunteer and study time.
• Comprehensive benefits package including medical, vision, dental plans, and tax-advantaged health savings accounts.
• Financial support through a 401(k) plan with company match, employee stock purchase plan, and financial counseling.
• Family-oriented benefits including paid parental leave and backup dependent care.
  
  

Employment Type: Full-Time