MANAGER, INT WHOLESALER

Overview

At Oceanview Life and Annuity Company, we are more than a financial services provider - we are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - a leading investment firm with approximately $42.8 billion in assets under management as of March 31, 2026 - we have rapidly grown to over $18 billion in consolidated assets as of March 31, 2026. Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.

Responsibilities

• Lead and manage the Internal Wholesaling function for an assigned region, driving sales growth and increasing OVLAC’s market share of MYGA and FIA.
• Develop, execute, and continuously refine territory-level sales strategies in partnership with Sales and National Account Leadership.
• Oversee day-to-day sales activity, ensuring consistent execution of proactive outreach, inbound sales support, and follow-up discipline across the team.
• Establish and deepen relationships with key agents, agencies, and distribution partners, positioning OVLAC as a premier annuity provider.
• Coach, mentor, and develop internal wholesalers and junior team members to elevate sales effectiveness, product knowledge, and professional growth.
• Maintain regular communication with senior leadership regarding performance, risks, opportunities, and resource needs.
• Partner with Product, Marketing, and Sales Leadership to communicate competitive intelligence, market trends, and field feedback to influence product positioning and strategy.
• Ensure accurate and consistent use of CRM (Salesforce) to track sales activity, pipeline management, and reporting across the team.
• Lead and participate in high-impact initiatives including call campaigns, product launches, and strategic sales programs.
• Collaborate cross-functionally with Operations, Compliance, Marketing, and other business units to enhance the advisor and client experience.
• Represent OVLAC at regional and national meetings, conferences, and webinars; support and at times lead territory presentations and training sessions.
• Oversee the creation and delivery of illustrations and sales concepts, ensuring quality, accuracy, and alignment with client needs.
• Identify training gaps and implement ongoing development programs to strengthen team capabilities and sales results.

Qualifications

• Bachelor's Degree preferred.
• Financial services experience desired.
• 5 years of sales experience.
• Attention to detail to ensure the accuracy of reports, correspondence, and database.
• Ability to handle multiple projects and adapt to an ever-changing environment.

Skills

• Proficient in Microsoft Office Suite (Word, Excel, Outlook, Power Point).
• Exceptional verbal and written communication abilities.
• State Insurance License preferred.

Location and Compensation

This role will be based in Denver, CO. This role will be Hybrid (3x a week in the office)

Base compensation is expected to be $80,000 - $100,000* with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.