Internal Regional Wholesaler

About the role

We're a fast-growing, privately held insurance company on a mission to redefine great talent's connection with meaningful work. Our culture fosters high performance, creativity, and partnership. This role involves driving annuity sales growth within an assigned territory.

Responsibilities

• Celebrate financial professionals and agencies with targeted sales strategies, advisor engagement, and product promotion.
• Respond to advisor inquiries about product features, positioning, proposals, and business processing support.
• Deliver product education, sales concepts, and marketing initiatives to advisors and distribution partners.
• Support advisor engagement activities including follow-ups, meeting coordination, and campaign execution.
• Collaborate with internal partners to ensure timely processing of contracting, service requests, and new business submissions.
• Contribute to pipeline development by identifying opportunities, cross-selling products, and reinforcing sales strategies with advisors.
• Maintain accurate and up-to-date records of advisor interactions and sales activities within CRM systems.
• Stay current on product updates, industry trends, and competitive developments to effectively position offerings.
• Meet or exceed established activity metrics and performance expectations.
• Ensure adherence to all compliance, regulatory, and company policies.

Requirements

• 2-4 years of sales, service, or financial services experience preferred.
• Working knowledge of annuities, life insurance products, or financial services industry.
• Strong communication, relationship-building, and organizational skills.
• Ability to manage multiple priorities in a fast-paced, high-volume environment.
• Demonstrated initiative, accountability, and results orientation.
• Proficiency with CRM systems and Microsoft Office applications.
• Life Insurance License required or ability to obtain within 180 days of hire.
• FINRA Series 6 and 63 preferred.
• LOMA Insurance Courses (or equivalent) preferred or obtained within first year.

Qualifications

• Relationship Management: Ability to build and maintain strong relationships with financial professionals, agencies, and internal partners through consistent engagement and follow-up.
• Consultative Sales Support: Skilled at identifying advisor needs, providing product guidance, and supporting the sales process through proactive outreach.
• Territory Collaboration: Ability to partner effectively with Regional Vice Presidents to execute coordinated territory plans and maximize advisor coverage.
• Advisor Education: Capability to deliver product education, support presentations, and communicate value propositions effectively.
• Communication Excellence: Strong verbal and written communication skills with the ability to engage advisors in a professional and impactful manner.
• Product Knowledge: Working knowledge of annuity products, features, and competitive positioning, with a commitment to ongoing learning.
• Activity & Pipeline Management: Ability to manage high call volumes, track advisor interactions, and support pipeline development through CRM tools.
• Collaboration & Teamwork: Works closely with sales associates, operations, and leadership to ensure responsive service and a seamless advisor experience.
• Technology: Proficiency with CRM platforms, virtual meeting tools, and digital sales support systems.

Skills

• Effective communication and relationship-building skills.
• Proactive and consultative approach to sales support.
• Ability to manage multiple priorities in a fast-paced, high-volume environment.
• Strong organizational and time management skills.
• Proficiency with CRM systems and Microsoft Office applications.

Benefits

• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance.
• Remote/hybrid work arrangement; relocation available to Austin, TX if interested.