2 часа назад
Internal Annuity Wholesaler
50 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Annuity Wholesaler (Annuity Sales/Financial Services): Supporting external wholesalers and driving annuity sales growth through territory planning, proactive advisor outreach, and relationship building with an accent on sales campaigns, marketing initiatives, and Salesforce activity tracking. Focus on developing new sales opportunities, providing expert support on annuity solutions, and coordinating strategic territory execution.
Location: Saint Paul, Minnesota campus; hybrid work with three office days per week for associates within a 90-minute commuting distance
Base salary: $50,000–$90,000 per year; target total cash compensation: $85,000–$125,000 including sales-based incentives.
Company
provides financial services and insurance products, including annuity and life insurance solutions.
What you will do
- Partner with an external wholesaler to develop and execute strategic territory sales plans.
- Identify and pursue sales opportunities through outbound and follow-up calls.
- Develop annuity sales opportunities and strengthen relationships with financial advisors.
- Coordinate marketing initiatives, call campaigns, and other territory growth activities.
- Use sales and marketing tools, including Salesforce CRM, to track activity and increase annuity market share.
- Provide responsive sales support and subject-matter expertise on annuity solutions.
Requirements
- Proactive, self-directed approach and willingness to take on new challenges.
- Strong interpersonal, verbal, written, and external communication skills.
- Ability to work independently with moderate guidance in a fast-paced, sales-driven environment.
- Strong attention to detail and organizational skills.
- FINRA Series 6/63 and state Life/Health Insurance licenses, or the ability to obtain them within six months of hire.
- Ability to work in the hybrid arrangement associated with the Saint Paul campus, including three office days per week when within commuting distance.
Nice to have
- Experience with annuity or life insurance wholesaling in financial services.
- Inside or outside sales experience.
- Previous wholesaling or related financial services experience.
Culture & Benefits
- Hybrid work combining virtual work with collaboration in company offices.
- Paid time off, flexible leave programs, and nine company-paid holidays.
- Company-funded pension plan and 401(k) contributions tied to company performance.
- Medical, dental, and vision coverage from the first day of employment for eligible associates and family members.
- Paid volunteer time, matching gifts, and associate resource groups.
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