Hybrid Wholesaler

About the role

The Hybrid Wholesaler role is designed to drive sales growth of Delaware Life annuity products and services, align with external wholesalers, and foster existing relationships through various sales methods.

Responsibilities

• Develop and execute annual sales plans and review plans quarterly
• Conduct on-site regional meetings with advisors and prospective advisors to sell Delaware Life Products
• Make proactive calls-out to existing producers and prospects as part of marketing or product campaigns
• Manage expenses in a timely manner and adhere to company policies for advisor and firm sponsorships
• Conduct in-depth sales presentations, primarily through virtual meetings, including product demonstrations highlighting key benefits
• Build and maintain strong rapport with prospective and existing clients within the client organization and within Delaware Life Marketing
• Manage territory to deliver profitable product sales
• Collaborate with the Internal Sales Team to assist in driving sales results

Requirements

• 5+ years of wholesaling experience with proven variable annuity sales results in the bank and/or independent broker-dealer channels
• Bachelor’s degree required and advanced degrees a plus
• FINRA Series 6 or 7, 63 and Life Insurance licenses required
• Strong relationships with key bank and independent broker-dealer advisors and firms in the defined territory
• Exceptional presentation and communication skills
• Demonstrated success in variable annuity and fixed index annuity sales
• Proven track record of advisor relationship building
• Experience in lead development, lead follow up, qualification and targeted account selling in person, on the phone, and with virtual technology
• Strong organizational skills and effective time management
• Microsoft Office proficiency, Allego, Seismic, technology a plus
• CRM: Salesforce or other CRM proficiency
• Valid Driver’s license

Qualifications

• Up to 25% travel

Skills

• Data mining and technology use
• Effective communication and presentation skills
• Relationship building and client management
• Outbound calling and virtual meeting facilitation
• Product demonstration and sales support

Benefits

• Comprehensive health, dental, and vision insurance plan options
• Short and Long-Term Disability
• Employee Assistance Program and wellness programs
• 401K plan with matching contributions