5 часов назад
Internal Wholesaler - Life, Annuities & Investments
78 800 - 108 350$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Wholesaler - Life, Annuities & Investments (Life Insurance, Annuities & Investments): Supporting financial representatives and field partners with product guidance, case consultation, competitive insights, and sales support across life insurance, annuity, and investment solutions with an accent on complex client situations and financial product expertise. Focus on preparing cases, identifying opportunities, coordinating with internal partners, and using competitive research and reporting to drive financial services growth.
Location: Hybrid work environment at the Bloomington, Illinois campus, United States
Base pay: $78,800–$108,350 per year, plus eligibility for a Short-Term Incentive plan.
Company
provides personal and business insurance products, retirement services, and investment solutions to nearly one million households.
What you will do
- Provide life insurance, annuity, and investment product expertise to financial representatives, Home Office teams, and field partners.
- Offer centralized support, product guidance, case consultation, and referrals to relevant field support partners.
- Help representatives navigate complex client situations, identify opportunities, and position financial solutions.
- Collaborate with Agency Training, Marketing, field, and Home Office teams to develop and support product launches and related initiatives.
- Prepare cases using industry and competitive insights, and align wholesaling efforts with local needs and capacity.
- Track wholesaling activities in CRM, spreadsheets, Teams, and other systems while supporting reporting, research, presentations, and internal processes.
Requirements
- FINRA Securities Industry Essentials (SIE) certification required.
- Series 6 and Series 63, or equivalent, required.
- Life and Health insurance license required, or ability to obtain it within six months of hire.
- Typically, four or more years of relevant experience or an equivalent combination of experience, education, and training.
- Ability to work in the stated hybrid arrangement at the Bloomington campus.
Culture & Benefits
- Hybrid work environment with a newly remodeled campus designed for collaboration and flexibility.
- Opportunities to build expertise across life insurance, annuities, and investment products.
- Medical, dental, vision, disability, and life insurance benefits.
- 401(k) plan with company match.
- Opportunities for professional growth within the role and across the business.
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