Regional Wholesaler (RVP) - Annuity Brokerage

Location: Northern California, within the assigned territory; virtual home sales office with frequent field travel and possible overnight travel

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

Company

hirify.global is a Fortune 100 financial services company focused on 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.
• Identify and build relationships with financial advisors, producers, and key financial institution contacts.
• Educate advisors and clients through seminars, presentations, meetings, training sessions, and one-on-one support.
• Provide field expertise, support prospecting, encourage referrals, and coordinate cross-selling opportunities.
• Manage territory activity, producer licensing, distribution relationships, and regular updates to sales management.
• Coordinate local market feedback and serve as a liaison between financial institutions and corporate headquarters.

Requirements

• Five years of internal or external wholesaling experience with financial service products through broker-dealer firms.
• FINRA Series 6 or 7, Series 63, and state Life/Annuity Insurance Agent licenses are required.
• Required federal and state licenses and registrations must be obtained within the designated period.
• Undergraduate study in business, finance, communications, or liberal arts is preferred.
• Strong interpersonal, written, presentation, teaching, organizational, and time-management skills.
• Valid driver's license and satisfactory driving record; credit and/or background checks are required.

Nice to have

• CLU, ChFC, FLMI, CFP, or ASPPA designation.
• Knowledge of finance, statistics, economics, investment management, Microsoft Word, PowerPoint, Excel, and Siebel CRM.

Culture & Benefits

• Virtual work-from-home sales office environment within the assigned territory.
• 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 equal opportunity, diversity, and respect.