External Wholesaler (Tampa / Orlando)

Location: Remote, specifically for candidates located in the Tampa or Orlando, Florida area. Travel of up to 70% is required.

Salary: $65,000 base salary plus primarily variable commission-based compensation.

Company

hirify.global provides life insurance, annuities, wealth management, and institutional asset management products and services through partnerships with financial professionals across the United States.

What you will do

• Recruit and profile independent life insurance financial professionals, complete due diligence, and support growth in their hirify.global production.
• Coach financial professionals on practice management, advanced marketing concepts, business growth, diversification, and transitions.
• Generate life insurance sales through case design, illustrations, product positioning, and advanced sales solutions.
• Conduct up to 20 face-to-face meetings per week, regional marketing meetings, and study groups with financial professionals.
• Manage territory zones, appointment density, travel and expense budgets, and regional sales activity.
• Collaborate with internal marketing, relationship management, home-office, and field teams while sharing best practices.

Requirements

• Bachelor’s degree and 5–10 years of experience as a financial professional, wholesaler, or sales manager, preferably in life insurance or securities.
• Proven sales success in financial services and strong prospecting, recruiting, relationship-building, communication, and presentation skills.
• In-depth knowledge of life insurance and annuity products, financial planning, advanced marketing concepts, 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.
• Ability to conduct field underwriting, illustrations, case design, and practice-management support; knowledge of COW, LEAP, or similar systems is expected.
• Willingness to obtain certifications such as CLU or ChFC and to travel up to 70%.

Nice to have

• FINRA Series 7 registration.
• CLU or ChFC certification.
• Experience in the life insurance or securities industry.

Culture & Benefits

• Remote work arrangement for candidates in the designated Tampa or Orlando area.
• Primarily variable and commission-based compensation with a set base salary.
• Collaboration with regional, field, relationship management, and home-office teams.
• Regulatory and job training provided as part of the role.