обновлено 5 дней назад
External Wholesaler (Regional Marketing Director - RMD)
65 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
External Wholesaler (Regional Marketing Director - RMD) (Life Insurance): Generating life insurance sales by recruiting and supporting targeted financial professionals, with an accent on practice management, advanced marketing, case design, and field underwriting. Focus on building professional relationships, growing independent practices, managing a regional territory, and ensuring compliant sales across individual and business markets.
Location: Remote, but candidates must be located in the Miami or Ft. Lauderdale, Florida area. Willingness to travel up to 70% is required.
Base salary: $65,000, with primarily variable/commission-based compensation.
Company
provides life insurance, annuities, wealth management, and institutional asset management solutions through partnerships with financial professionals across the United States.
What you will do
- Recruit, profile, and support independent life insurance financial professionals while completing due diligence and monitoring regulatory standing.
- Coach financial professionals on practice management, advanced marketing concepts, business growth, diversification, and transitions.
- Generate life insurance sales through case design, illustrations, sales concepts, and solutions for individual and business markets.
- Conduct frequent face-to-face meetings, regional marketing sessions, and study groups with financial professionals.
- Manage territory zones, appointment density, travel and expense budgets, and regional sales initiatives.
- Collaborate with internal marketing, relationship management, regional, and home-office teams while maintaining compliance with FINRA and company policies.
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 the financial services industry 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.
- Strong capabilities in practice management, field underwriting, illustrations, case design, and financial profiling systems such as COW or LEAP.
- Current or planned industry certifications such as CLU or ChFC, plus proficiency with Microsoft Office Suite and mapping software.
Nice to have
- Spanish-speaking skills.
- Experience serving the high-net-worth international market.
- FINRA Series 7 registration.
Culture & Benefits
- Remote work arrangement for candidates based in the specified South Florida area.
- Primarily variable/commission-based compensation with a set base salary.
- Collaboration with regional marketing, relationship management, and home-office teams.
- Regulatory and job training requirements are provided as part of the role.
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