Internal Wholesaler

About the role

The Opportunity
We’re planning ahead to support continued growth, and our clients deserve the best. We are proactively building relationships with experienced Internal Annuity Wholesalers in anticipation of future hiring needs within our Annuity Distribution organization.

The Team
We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration, and achieving sales results. The team is entrepreneurial in spirit and doesn’t back away from a challenge. The team has built a great sense of community and desire to execute since the MMSD division was established in 2021.

Responsibilities

• Partner with the territory External Wholesaler to drive sales activity and client engagement
• Provide pre-and post-sale consultation to distribution partners
• Deliver sales and marketing materials, including case-specific and customized sales illustration support, as needed
• Collaborate closely with External Wholesaler and Advanced Sales teams to build knowledge of life insurance products, concepts, and competitive positioning
• Support territory execution by managing assigned activities and follow-up to help drive distributor engagement and sales outcomes
• Build and maintain strong working relationships with key distributors and internal partners to support effective sales execution
• Stay informed on product updates, market trends, and industry insights to effectively support advisors and distribution partners
• Utilize Salesforce and other sales tools to document activity, manage relationships, and support pipeline visibility
• Collaborate with internal teams to ensure accurate and timely processing of business and follow-through on client needs

Requirements

• Bachelor’s Degree or 4+ years work experience in the insurance or financial services industry
• 2+ years' working experience; inclusive of at least 1+ years' experience with annuity or investment solutions in the insurance/financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers)
• FINRA Series 6 at time of application or must obtain within 180 days of hire
• State Securities License Series 63 license at time of application or must obtain within 180 days of hire
• State Life & Health License at time of application or must obtain within 180 days of hire

Qualifications

• Bachelor's degree
• 3+ years’ experience of sales or sales support experience with annuity products
• FINRA Series 6 at time of application
• State Securities License Series 63 license at time of application
• State Life & Health at time of application
• 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
• Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting the business and organization
• Experience working with financial institutions (banks, credit unions, wirehouse, national/regional broker dealers, and independent broker-dealers)

Skills

• Strong communication and relationship-building skills
• Ability to work independently and as part of a team
• Knowledge of annuity products and the ability to explain them effectively
• Proficiency in using Salesforce and other sales tools

Benefits

Compensation: $70 - 80k base salary range, plus sales-based incentive opportunity resulting in total target compensation package of $80-100k

Pay

$70 - 80k base salary range, plus sales-based incentive opportunity resulting in total target compensation package of $80-100k

Schedule

Hybrid schedule with at least three days per week in the office and remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.