5 дней назад
Territory Consultant - Advisory Annuity Distribution (Hybrid) (Annuity)
46 345 - 66 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Territory Consultant - Advisory Annuity Distribution (Annuity) (Financial Services/Sales): Building relationships with financial professionals and supporting the distribution of Nationwide annuity products with an accent on consultative selling, territory development, and portfolio analysis. Focus on creating annuity comparisons and financial analyses, maintaining sales pipelines, completing required licensing, and providing territory coverage.
Location: Hybrid role based in Scottsdale, Arizona or Columbus, Ohio; three days in the office and two days remote.
Salary: $46,345–$66,000 expected starting annual range; national range up to $82,000. External candidates may be eligible for a $2,000 sign-on bonus.
Company
is a Fortune 100 financial services company providing insurance, annuity, and related financial products for individuals and businesses.
What you will do
- Build relationships with prospective financial professionals using qualified warm leads.
- Introduce annuity products and consult on how solutions may fit client portfolios.
- Identify distribution opportunities and coordinate successful transitions with hybrid wholesalers.
- Create hypotheticals, annuity comparison analyses, portfolio mapping, fund analyses, and Morningstar reports.
- Maintain territory pipelines and sales management reports in partnership with hybrid wholesalers.
- Provide territory coverage when a hybrid wholesaler is unavailable and meet sales, quality, product knowledge, teamwork, and development goals.
Requirements
- Completion of a three-month paid in-house training program.
- Required within 120 days of hire: FINRA SIE, Series 6, Series 63, and State Life/Annuity Insurance Agent licenses.
- Relevant industry or sales experience preferred.
- Knowledge of insurance products and the sales process preferred.
- Strong relationship-building, consultative selling, communication, organization, decision-making, and customer-focus skills.
- Undergraduate degree in finance, sales, business, marketing, or a related field preferred.
Nice to have
- annuity knowledge.
- FINRA licensing before hire.
Culture & Benefits
- Hybrid work arrangement combining office and work-from-home days.
- Medical, dental, and vision coverage, life insurance, and short- and long-term disability coverage.
- At least 18 days of paid time off per full calendar year for newly hired associates, plus paid holidays and additional company-provided paid time off.
- 401(k) with company match and a company-paid pension plan.
- Normal office conditions with minimal travel; overtime eligibility as a non-exempt employee.
- Inclusive workplace committed to equal opportunity and freedom from discrimination and harassment.
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