Remote External Wholesaler - Annuity | WFH

Job Overview

Join our esteemed organization as an External Wholesaler for Annuities, where you will play an instrumental role in guiding clients toward achieving their financial aspirations. This remote position offers the flexibility to operate from anywhere within your designated territory in Central Pennsylvania.

Key Responsibilities

• Cultivate and sustain relationships with independent financial advisors in Central Pennsylvania, positioning yourself as a trusted resource for annuity solutions.
• Lead joint meetings with advisors and their clients, imparting your expertise on annuities and demonstrating how they can enhance long-term financial security.
• Collaborate with advisors to incorporate annuities into comprehensive financial strategies, offering guidance on product selections and the sales process.
• Conduct seminars, workshops, and training sessions to educate clients about our offerings and highlight our unique value proposition.
• Strategically manage your territory to maximize sales and efficiently allocate resources and budget.
• Partner with an Internal Wholesaler to identify and nurture leads through various initiatives, including referrals and marketing efforts.
• Remain current with product updates, service agreements, and evolving industry trends to keep advisors informed.
• Drive expansion by developing new partnerships and amplifying business within key accounts while supporting existing relationships.
• Provide insights on market trends and competitor activities to guide sales and product development strategies.
  
  

Required Skills

• A minimum of 5 years of successful sales experience in the financial services sector, particularly in wholesaling.
• Proven ability to build and maintain robust relationships with financial advisors.
• Strong familiarity with sales and marketing principles.
• Exceptional presentation and communication skills, both written and verbal.
• Competence in managing time effectively and working independently.
  
  

Qualifications

• FINRA Series 6 or 7 and Series 63 licenses are mandatory.
• Active Life, Health, and Variable Insurance Licenses in your resident state are also required.
• A Bachelor’s degree in a relevant field or equivalent professional experience is essential.
  
  

Career Growth Opportunities

We are committed to your professional development, providing ample opportunities for career advancement through ongoing education and training initiatives.

Company Culture And Values

We pride ourselves on nurturing a collaborative, inclusive, and high-performance culture that empowers our employees to make significant contributions. Recognized as a top employer, we prioritize the well-being of our workforce.

Compensation And Benefits

• A competitive base salary of $61,200, complemented by a performance-based monthly variable sales incentive plan.
• Enjoy the benefits of a remote work environment that promotes work-life balance.
• Generous time off policies, including a minimum of 20 days of paid time off, 16 paid company holidays, plus paid volunteer and study time.
• Comprehensive benefits package, including medical, vision, and dental plans, along with a 401(k) plan featuring company match and contributions.
• Family support measures, including paid parental leave and backup dependent care, ensuring a supportive workplace for all.
• Company-paid life insurance and short-term disability coverage for added peace of mind.
  
  

Why Join Us?

Be a part of a leading provider of annuities and life insurance, where your contributions will have a meaningful impact on people’s financial well-being. Here, you will have the chance to grow your professional network and establish lasting connections within the industry.

Employment Type: Full-Time