Remote Annuity External Wholesaler | WFH

Job Overview

Join our esteemed organization as an External Wholesaler for Annuities in a fully remote capacity. We are searching for a dedicated and results-driven sales professional eager to impact the financial landscape positively for clients across Central Pennsylvania.

Key Responsibilities

• Forge and nurture strong partnerships with independent financial advisors, positioning yourself as their go-to expert for annuity solutions.
• Facilitate collaborative meetings with advisors and their clientele, imparting your knowledge on annuities and guiding them toward long-term financial security.
• Assist advisors in crafting comprehensive financial plans that effectively incorporate annuity products, ensuring they fully understand the available options and sales methodologies.
• Spearhead educational initiatives through meetings, seminars, and training workshops aimed at informing potential and existing clients about our diverse product offerings.
• Strategically manage your designated territory, optimizing sales performance and resource allocation.
• Collaborate closely with your Internal Wholesaler to generate leads through referrals, marketing efforts, and outreach.
• Keep advisors up-to-date on product developments, service agreements, and emerging industry trends.
• Actively pursue new relationship opportunities and expand business within key accounts while maintaining support for existing partnerships.
• Provide valuable market intelligence by offering insights on trends and competitor activities to shape sales strategies and product enhancements.
  
  

Required Skills

• Minimum of 5 years of proven sales experience in the financial services sector, with an emphasis on wholesaling practices.
• A demonstrated history of establishing and sustaining robust relationships with financial advisors.
• Strong understanding of sales and marketing strategies.
• Exceptional verbal and written communication abilities, coupled with strong presentation skills.
• Self-motivated with effective time management and persuasive communication skills.
• Possession of FINRA Series 6 or 7 and Series 63 licenses is essential.
• 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

• A track record of surpassing sales targets and expanding market territories.
• Experience in point-of-sale activities is advantageous.
  
  

Career Growth Opportunities

Our company is dedicated to fostering an environment ripe for professional development and career progression. This role presents numerous opportunities to expand your expertise and leadership capabilities through direct client interactions and educational initiatives.

Company Culture And Values

We pride ourselves on our collaborative and inclusive culture, which encourages high performance and mutual respect. As a recognized top employer, we prioritize the well-being of our employees, fostering an environment where you can thrive and make a significant impact.

Compensation And Benefits

• Competitive base salary of $61,200, complemented by a lucrative monthly variable sales incentive plan based on performance.
• Flexible remote work environment.
• A minimum of 20 days of paid time off, along with 16 paid company holidays, volunteer time, and study time.
• Comprehensive medical, vision, and dental benefits, including tax-advantaged health savings accounts.
• 401(k) plan with company match and annual contributions, as well as an employee stock purchase plan.
• Company-paid life insurance and short-term disability coverage.
• Family support initiatives including paid parental leave, backup dependent care, and support for adoption, infertility, and surrogacy journeys.
  
  

Join us and become part of a leading provider of annuities and life insurance, dedicated to empowering individuals to achieve financial stability while enjoying an enriching professional experience.

Employment Type: Full-Time