Internal Annuity Consultant

About the Role

Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales Support staff. Assists the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospect contact, appointment scheduling, follow-up communications, client service activities, and final presentations. Additionally, this position will assist in phone coverage of each Region’s Financial Advisors as needed.

Responsibilities

• Assists in all aspects of the sales process.
• Works with Senior Wholesalers to generate new business and increase sales.
• Communicates with Financial Advisors in other regions and introduces products both in person and by phone.
• Assists in case analysis and presentation.
• Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr, and Morningstar reports, as needed.
• Supports marketing campaigns by organizing and implementing telephone calls and mailings.
• Responds to requests from Financial Advisors who need assistance in selling products.
• Performs other duties and responsibilities as assigned.

Requirements

• Knowledge of the securities industry and products.
• Understanding of the company’s working structure, policies, mission, and strategies.
• Advanced concepts, principles, and practices of assigned functional area.
• Broker/dealer operations.

Skills

• Preparing and delivering clear, convincing, and professional presentations to small and large audiences.
• Identifying the needs of customers through effective questioning and listening techniques.
• Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Detail orientation to ensure quality standards are met without impairing workflow.
• Follow-up to ensure resolution and completion of tasks.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.
• Using appropriate interpersonal styles and communicating effectively and professionally, both orally and in writing, with internal and external clients at all organizational levels and expertise in the securities industry.
• Effectively addressing concerns or challenging questions when they arise.
• Representing the company in a highly professional manner.
• Marketing products and showing resilience through the prospecting process.
• Working independently as well as collaboratively within a team environment.
• Taking on responsibilities beyond what is required; volunteering for new assignments.
• Exhibiting tendencies to be a self-starter and not waiting for signals.
• Promoting products and being comfortable in a sales environment.
• Demonstrating high self-confidence.
• Excelling in a team environment.

Qualifications

• Associate’s Degree (A.A.) in a related field and/or one (1) to three (3) years of financial industry-related experience and/or training; or equivalent combination of education and experience as approved by Human Resources.
• Bachelor’s degree in Business Administration or Marketing preferred.
• Series 7 License, Series 6, and/or State Insurance Licenses preferred, or to be obtained within six (6) months of hire date.
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
• General experience of 3 to 6 years.

Benefits

This position is eligible for a benefits package that may include:

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.

Pay

The total compensation for this position includes base salary or wages and may include additional components such as cash or equity, discretionary bonuses, or commissions.

Schedule

• Workstyle: Hybrid
• Travel: Less than 25%