1 день назад
External Wholesaler, Annuity Distribution (Annuity Sales)
65 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
External Wholesaler, Annuity Distribution (Annuity Sales): Building and growing annuity sales relationships with financial professionals and third-party distributors across banks, credit unions, wirehouses, and broker-dealers with an accent on territory management, product positioning, and customer education. Focus on executing territory sales plans, conducting at least 20 in-person meetings weekly, presenting annuity solutions, and driving sales with internal wholesaler partners.
Location: Remote within the United States; must reside in NYC or New Jersey and travel up to 90% within the territory.
Salary: $65,000–$100,000 base range plus sales-based incentives, with total target compensation of $150,000–$400,000.
Company
is a purpose-driven financial services organization focused on long-term customer impact, integrity, and responsible stewardship.
What you will do
- Develop, maintain, and grow annuity sales relationships with financial professionals and third-party distributors.
- Execute territory sales goals and business plans across banks, credit unions, wirehouses, and broker-dealers.
- Position annuity products, riders, and competitive solutions as a subject matter expert.
- Conduct at least 20 in-person meetings per week and manage travel and territory resources.
- Deliver in-person and virtual presentations, identify client needs, address objections, and promote product adoption.
- Partner with internal wholesalers, key account managers, new business, and relationship management teams to achieve sales goals.
Requirements
- 3+ years of experience in annuity or investment solutions sales.
- 2+ years of experience with Word, Excel, PowerPoint, Salesforce, and internet research tools.
- State Life and Health License, FINRA Series 6 or 7, and Series 63 license at the time of application.
- High school diploma.
- Residence in NYC or New Jersey and ability to travel up to 90% within the territory, typically using a personal vehicle.
- Strong relationship-building, communication, presentation, organization, and time-management skills.
Nice to have
- Bachelor’s degree.
- Experience across annuity distribution channels, especially variable annuities.
- 5+ years of experience in annuity wholesale distribution.
- 2+ years of experience in an external wholesaling position.
- Experience presenting to groups of varying sizes in person and virtually.
Culture & Benefits
- Clear ownership and accountability connected to company and customer outcomes.
- Collaborative environment where different perspectives are welcomed.
- Access to learning, development, and internal professional networks.
- Employee-led communities and forums supporting connection, learning, and inclusion.
- Culture grounded in integrity, responsibility, and stewardship.
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