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1 день назад

External Wholesaler, Annuity Distribution (Annuity Sales)

65 000 - 100 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
middle/senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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 hirify.global 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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