Internal Wholesaler - Annuities (Denver)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Denver, Colorado; hybrid/office environment with attendance 3 days per week. Occasional travel under 10%, including overnight travel.
Total compensation: $83,000β$125,000 per year. Annual base pay is generally $50,000, with a monthly commission variable target of $50,000β$75,000.
Company
is a financial services company providing insurance, retirement, investment, annuity, and employee benefit solutions through a broad agent network.
What you will do
- Drive sales of mutual funds, annuities, and insurance products through proactive and reactive marketing.
- Build and maintain relationships with Regional Vice Presidents to increase product sales and market visibility.
- Make approximately 45 outbound or 55 total inbound and outbound calls daily.
- Document appointments, campaigns, sales opportunities, and other activity in the CRM system.
- Participate in territory business planning and execution.
- Coordinate with sales leaders, relationship managers, and home office departments to support selling relationships.
Requirements
- Bachelorβs degree or equivalent industry experience.
- Series 7 or Series 6 securities license, with Series 63 if applicable, or the ability to obtain the required license within 6 months of hire.
- Current life insurance license.
- Intermediate personal computer skills, including email, word processing, spreadsheets, and graphics applications.
- Strong listening, problem-solving, relationship-building, and sales support skills.
Nice to have
- 1β3 years of experience in the financial services industry.
Culture & Benefits
- Collaborative work environment focused on accountability, innovation, inclusion, and work-life balance.
- Medical, dental, vision, disability, and employee assistance benefits.
- Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
- Paid time off starting at 160 hours annually, plus 10 paid holidays.
- Parental leave, adoption assistance, backup care, wellness programs, and volunteer PTO.
- Career training, employee resource groups, inclusion programs, discounts, and recognition programs.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β