Regional Wholesaler (RVP) (Annuity Brokerage)

Location: California, serving the Southern California territory; must live within the assigned territory. Virtual work-from-home sales office with frequent field travel and possible overnight travel.

Salary: $65,000–$80,168.40 annually; expected starting salary: $65,000.

Company

hirify.global is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their financial futures.

What you will do

• Market annuity products and services through banks, wire houses, and independent broker dealers.
• Build relationships with financial advisors, identify prospects, generate referrals, and encourage repeat business.
• Educate advisors and producers through seminars, meetings, one-on-one sessions, and public presentations.
• Provide field support, product expertise, client visitations, and training for financial institution partners.
• Coordinate with internal specialists and corporate headquarters on cross-selling, referrals, product feedback, and joint meetings.
• Manage territory activity, producer licensing, distribution relationships, sales updates, and performance against company objectives.

Requirements

• Five years of internal or external wholesaling experience with financial service products through broker dealer firms.
• Required FINRA Series 6 or 7, Series 63, and state Life/Annuity Insurance Agent licenses, or the ability to obtain them within the designated timeframe.
• Knowledge of finance, statistics, economics, investment management, and college-level mathematics.
• Strong interpersonal, written communication, time management, organizational, and group presentation skills.
• Ability to teach state continuing education courses and present to audiences of up to 200 people.
• Valid driver's license and satisfactory driving record; credit and/or background checks are required.

Nice to have

• Undergraduate studies in business, finance, communications, or liberal arts.
• CLU, ChFC, FLMI, CFP, or ASPPA designation.
• Experience with Microsoft Word, PowerPoint, Excel, and Siebel CRM.

Culture & Benefits

• Medical, dental, and vision coverage.
• Life insurance and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Inclusive workplace committed to diversity, respect, and equal employment opportunity.