Business Development Wholesaler

Location: Nashville, TN; role based in Franklin, TN. Hybrid wholesaling with up to 20% field travel and 100% in-office expectations when not traveling.

Company

hirify.global provides investment, annuity, and life insurance products and services for financial professionals and their clients.

What you will do

• Develop and execute strategic business plans for targeted financial professionals across multiple territories.
• Build new business relationships and expand low-producing advisor relationships in collaboration with external and internal wholesalers.
• Host virtual advisor meetings, presentations, seminars, and workshops with actionable sales ideas.
• Promote company growth initiatives and support advisor-focused conferences.
• Use data, CRM tools, and financial planning platforms to educate advisors and position hirify.global products and services.
• Manage territory resources, budgets, expenses, and activity documentation to maximize sales.

Requirements

• Bachelor’s degree or related work experience.
• 3+ years of financial services experience or 2+ years of sales experience in investments, mutual funds, insurance, or annuities.
• Strong prospecting, presentation, sales, marketing, territory management, and relationship-building skills.
• Technology proficiency, including software applications, email, databases, and CRM systems.
• Ability to travel up to 20% of the time and work in the Franklin office when not traveling.
• Securities Industry Essentials (SIE), FINRA Series 6 or 7, FINRA Series 63, and a state insurance license required.

Nice to have

• Experience marketing investments, annuities, and life insurance.
• Prior insurance or investment wholesaling experience.
• At least 6 months of experience as a Senior Internal Wholesaler for current internal Sales Desk associates.

Culture & Benefits

• Hybrid field and office-based wholesaling model.
• Collaboration with external and internal wholesaling partners.
• Participation in conferences and company growth initiatives.
• Tobacco-free company facilities and campuses.
• Equal opportunity workplace.