Internal Wholesaler

Company Description:

Aspida is a tech-driven, nimble insurance carrier backed by Ares Management Corporation. We offer simple and secure retirement solutions and annuity products with speed and precision. Our suite of products, available through our digital platform, focus on secure, stable retirement solutions with attractive features and downside protection. For more information, visit www.aspida.com.

About the role

This position is responsible for building and growing relationships within a dedicated territory across our channel with Banks, Credit Unions, National/Regional Broker Dealers, Independent Broker Dealers, and IMOs. You will be responsible for territory production, penetration rates, and diversity of products. This role reports to the Chief Distribution Officer and is required to be onsite 3 days a week at our Durham, NC headquarters.

Responsibilities

• 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, national/regional broker dealers, independent broker dealers, and IMOs
• Communicate confidently with your customer base and drive sales in partnership with our 3rd party distributors, with the ability to use software tools including Salesforce, Outlook, PowerPoint, Excel, Teams, and Illustration 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 to partner conferences and other industry events

Requirements

• 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
• 3+ years’ experience of sales or sales support experience with annuity products
• 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, Teams, 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 business and organization
• Experience working with financial institutions (banks, credit unions, national/regional broker dealers, independent broker-dealers, and IMOs)
• Proven ability to multitask and attention to detail

Qualifications

• Must be detail-oriented and well-organized self-starter with high energy and creativity
• Must have extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting business and organization
• Must have proven ability to multitask and attention to detail

Skills

• Excellent oral and written communication skills
• 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
• Proficiency with Word, Excel, PowerPoint, Teams, and Salesforce as well as various internet search tools
• Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting business and organization
• Experience working with financial institutions (banks, credit unions, national/regional broker dealers, independent broker-dealers, and IMOs)

Benefits

Salaried, DOE

Pay

DOE

Schedule

Full-Time

Benefits

Full Benefits Package Available