External Wholesaler, Annuity Distribution
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Remote within the US; candidates must reside in Chicago, Illinois, or within the Illinois/Indiana territory. Up to 90% travel within the assigned territory is required.
Salary: $65,000–$85,000 annual base range, plus a sales-based incentive opportunity with total target compensation of $200,000–$400,000.
Company
is a purpose-driven financial services organization offering annuity products and emphasizing long-term customer impact, integrity, and professional development.
What you will do
- Develop, maintain, and grow annuity sales relationships with banks, credit unions, wirehouses, and broker-dealer networks.
- Execute territory sales goals, activity expectations, segmentation strategies, and business plans to drive revenue.
- Conduct at least 20 in-person meetings per week and deliver virtual and in-person presentations to financial professionals.
- Serve as a subject matter expert on MMSD annuity products, riders, positioning, market trends, and competitive situations.
- Partner with internal wholesalers, key account managers, new business, and relationship management teams to resolve escalations and achieve territory goals.
- Manage travel and expense resources while maintaining accurate activity records in Salesforce.
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 State Securities License Series 63 at the time of application.
- High school diploma and ability to travel up to 90% within the assigned territory.
- Residence in Chicago, Illinois, or within the Illinois/Indiana territory is required.
- Strong communication, presentation, relationship-building, organization, and time-management skills.
Nice to have
- Bachelor’s degree.
- Experience across annuity distribution channels, especially variable annuities.
- 5+ years of annuity wholesale distribution experience.
- 2+ years of experience in an external wholesaling position.
Culture & Benefits
- Meaningful work within a purpose-driven organization focused on long-term impact.
- Collaborative environment with clear ownership and accountability.
- Access to learning, development, and internal professional networks.
- Employee-led communities and forums supporting connection, inclusion, and knowledge sharing.
- Culture grounded in integrity, responsibility, and stewardship.
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