Hybrid Wholesaler

Responsibilities

• Producing annuity sales in assigned geographic area and covering all channels and products
• Developing and implementing sales strategies across assigned advisor segments
• Communicating sales strategies, case design, product designs and business building strategies
• Maintaining proactive and reactive sales activity in the assigned territory including phone calls, virtual meetings and in person meetings
• Hosting in-person and virtual seminars to drive sales
• Traveling to the assigned territory to drive sales on occasion

Qualifications

• A bachelor's degree in business, marketing, or a related field (or equivalent work experience)
• Series 6 or 7 license or Series 63 required
• Strong knowledge of sales strategies, marketing techniques, and customer relationship management
• Familiarity with online marketing tools and analytics
• Excellent communication and presentation skills
• Analytical mindset with the ability to interpret sales data and make data-driven decisions
• Strong organizational skills and the ability to multitask and meet deadlines
• Proficiency in using Microsoft Office Suite and other relevant software
• Proficiency in using Salesforce

Pay

Competitive pay: Fair compensation for your hard work.

Benefits

• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Inclusion and culture: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.