External Wholesaler (Tampa / Orlando) (Life Insurance)

Location: Remote within the United States; candidates must be located in the Tampa or Orlando, Florida area. The role includes up to 70% travel and up to 20 face-to-face meetings per week.

Base salary: $65,000, with primarily variable/commission-based compensation.

Company

hirify.global provides life insurance, annuities, wealth management, and institutional asset management products and services through partnerships with financial professionals across the United States.

What you will do

• Recruit and profile independent financial professionals who regularly sell life insurance, complete due diligence, and support their production growth.
• Coach financial professionals on practice management, advanced marketing concepts, business growth, diversification, and practice transitions.
• Drive life insurance sales and balanced product mix through sales concepts, case design, illustrations, and advanced marketing solutions.
• Conduct regional marketing and study group meetings, joint appointments, and face-to-face meetings with financial professionals.
• Manage territory zones, appointment density, travel and expense budgets, and assigned sales goals.
• Facilitate life insurance cases from concept and design through placement, including field underwriting and suitability review.

Requirements

• Bachelor’s degree.
• 5–10 years of experience as a financial professional, wholesaler, or sales manager, preferably in life insurance or securities.
• Proven sales success in the financial services industry and strong knowledge of life insurance, annuities, financial planning, related tax laws, and the financial marketplace.
• FINRA Series 6 and Series 63 registrations and a life insurance license; Series 7 is preferred.
• Strong prospecting, recruiting, relationship-building, communication, presentation, organization, and time-management skills.
• Must be located in the Tampa or Orlando, Florida area and willing to travel up to 70%.

Nice to have

• FINRA Series 7 registration.
• CLU or ChFC certification, or willingness to obtain one.
• Experience with COW, LEAP, or other selling and financial profiling systems.
• Proficiency with Microsoft Office Suite and mapping software.

Culture & Benefits

• Remote work arrangement within the United States.
• Primarily variable and commission-based compensation with a set base salary.
• Collaboration with regional marketing directors, internal marketing representatives, relationship management, home office, and field peers.
• Regulatory and job training requirements are provided.
• Equal employment and advancement opportunities in accordance with applicable law.