Internal Wholesaler, IBD (Annuity Sales)

Location: West Des Moines, Iowa, United States

Company

hirify.global provides annuity products and retirement income solutions for customers and financial professionals.

What you will do

• Partner with Regional Vice Presidents to develop and execute territory business plans that grow advisor relationships and annuity sales.
• Conduct outbound sales calls, prospect for financial advisors, and provide consultative product support, illustrations, sales ideas, and follow-up.
• Build relationships with advisors and broker-dealer partners through responsive service, product education, and tailored retirement income solutions.
• Coordinate webinars, conference calls, marketing campaigns, and advisor engagement activities while maintaining accurate CRM records.
• Collaborate with internal partners to resolve operational issues, support marketing initiatives, and improve the advisor experience.
• Use data, digital tools, and AI-enabled resources to prioritize opportunities and improve territory performance while maintaining compliance standards.

Requirements

• At least 1 year of relevant experience in financial services sales, internal wholesaling, business development, annuity sales, or a related field.
• Understanding of annuity products, advisor relationship management, consultative selling, and territory management.
• Excellent communication, presentation, critical-thinking, adaptability, and relationship-building skills.
• FINRA Series 6 license required within 12 months of hire.
• Proficiency with Microsoft Office; CRM and annuity illustration software experience is preferred.
• Bachelor's degree or an equivalent combination of education and relevant professional experience preferred.

Nice to have

• Progress toward or completion of LIMRA, LOMA, CLU, ChFC, or RICP designations.

Culture & Benefits

• Inclusive and dynamic work environment.
• Collaborative work with financial professionals and internal business partners.
• Military Friendly Employer with support for veterans.
• Equal opportunity employment commitment.

Hiring process

• Series 6 licensing must be completed within 12 months after hire.