Internal Wholesaler

Annuity Distribution - Internal Wholesaler

 The Opportunity

Building a dynamic team of Internal Wholesalers to drive the sales of Annuity Distribution to third party distributors. In this role you will build and grow relationships within a dedicated territory across our channel with Banks, Credit Unions, Wirehouses, National/Regional Broker Dealers, and Independent Broker Dealers. You will be responsible for territory production, penetration rates, and diversity of products sold through third-party distributors in partnership with an External Wholesaler. You will have a strong desire to broaden financial wellness and education to communities throughout the country.

 As the Internal Wholesaler, Annuity Distribution, your key responsibilities include:

• Proactively contact and consult with financial professionals across our channel on pre-and-post-sale annuity product support and respond to inquiries
• Execute specific activity expectations and territory management to maximize opportunities and grow sales across our channel with banks, credit unions, wirehouses, national/regional broker dealers, and independent broker dealers
• Communicate confidently with your customer base and drive sales in partnership with your territory’s External Wholesaler, with the ability to use software tools including Salesforce, Outlook, PowerPoint, Excel, Zoom, Illustration software, and financial planning software
• Demonstrate understanding of the annuity industry and competitive landscape by building expertise of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends
• Develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to ensure proper processing of business
• Travel with external partner to observe and learn territory specifics, relationship building
• Other duties as assigned

The Minimum Qualifications:

• FINRA Series 6 or 7 at time of application
• State Securities License Series 63 at time of application
• State Life & Health Insurance License at time of application
• Bachelor’s Degree or 4 years’ work experience in financial institution and/or financial services
• 3 years’ experience of sales or sales support experience with annuity products.
• 2 years' working experience with annuity solutions with financial services and/or financial institutions (banks, credit unions, wires, broker dealers
• 2 years’ experience with a contact management system

The Ideal Qualifications:

• Possess excellent oral and written communication skills, interpersonal and customer service skills
• Possess excellent speaking skills and presentation skills to groups of varying sizes in virtual forum
• Well-established self-management skills, e.g., territory management, time management, prioritization, managing internal & external relationships
• Commitment to building, maintaining, and growing partnerships with all stakeholders
• Proficiency with Word, Excel, PowerPoint, Zoom, and Salesforce as well as various internet search tools
• Must be detailed-oriented and well-organized self-starter with high energy and creativity
• Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting the business and organization
• Experience working with financial institutions (banks, credit unions, wirehouses, national/regional broker dealers, and independent broker-dealers)
• Proven ability to multitask and attention to detail