6 дней назад
External Wholesaler (Life Insurance)
65 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
External Wholesaler (Life Insurance) (Financial Services): Generating life insurance sales by recruiting, coaching, and supporting independent financial professionals across individual and business markets with an accent on practice management, advanced marketing, and case design. Focus on building financial professional relationships, facilitating complex life insurance cases from concept through placement, and managing a territory with frequent face-to-face meetings and up to 70% travel.
Location: Remote within the United States; candidates must live in or be willing to relocate to the Phoenix, Arizona metropolitan area.
Base salary: $65,000 annually, with primarily variable/commission-based compensation.
Company
provides life insurance, annuities, wealth management, retirement, investment, and institutional asset management solutions through a network of financial professionals across the United States.
What you will do
- Recruit and profile independent financial professionals who regularly sell life insurance, complete due diligence, and support year-over-year production growth.
- Coach financial professionals on advanced marketing, practice management, business growth, diversification, and practice transitions.
- Drive individual life insurance sales through sales concepts, case design, illustrations, and advanced marketing solutions.
- Conduct regional marketing and study group meetings, joint appointments, and up to 20 weekly face-to-face meetings with financial professionals.
- Manage territory zones, geographic appointment density, travel and expense budgets, and assigned sales goals.
- Collaborate with internal representatives, relationship management, home office teams, and field peers while maintaining compliance with FINRA and company policies.
Requirements
- Bachelor's degree and five to ten years of experience as a financial professional, wholesaler, or sales manager, preferably in life insurance or securities.
- Proven sales success in the financial services industry and strong knowledge of life insurance, annuities, financial planning, related tax laws, and the financial marketplace.
- FINRA Series 6 and Series 63 registrations and a life insurance license are required; Series 7 is preferred.
- Currently holds or is willing to obtain industry certifications such as CLU or ChFC.
- Experience with prospecting, recruiting, relationship development, practice management, field underwriting, illustrations, and case design.
- Must be based in or willing to relocate to the Phoenix, Arizona metro area; willing to travel up to 70%.
Culture & Benefits
- Remote work arrangement within the United States with frequent field meetings and travel.
- Ethical, inclusive, and collaborative working environment centered on care, respect, and belonging.
- Opportunities to collaborate with regional marketing, relationship management, home office, and field teams.
- Employment with a variable/commission-based compensation structure and a $65,000 base salary.
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