4 часа назад
External Wholesaler, Life and Annuity Distribution - West Coast Spanish Speaking (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
External Wholesaler, Life and Annuity Distribution - West Coast Spanish Speaking (Insurance): Building and expanding agency and distribution-partner relationships to grow life and annuity sales with an accent on strategic business development, product support, and bilingual partner communication. Focus on developing targeted-market business plans, advising agencies on growth strategies, conducting product and process training, and supporting case design and illustrations.
Location: Remote within the United States; territory is flexible across the United States. Travel of more than 50% is required.
Company
is an insurance and annuities provider founded in 1848, offering life insurance and annuity products alongside charitable and community initiatives.
What you will do
- Build new and grow existing relationships with agents, agencies, and distribution partners to increase life and annuity sales revenue.
- Consult with agencies on value-added growth strategies, marketing campaigns, product selection, case design, and illustration fulfillment.
- Develop business plans for targeted markets and onboard new relationships.
- Manage internal and external partnerships to improve customer service across sales and service operations.
- Conduct in-person and virtual training on products, processes, business development, and services.
- Monitor the competitive landscape and industry trends to develop customer-focused solutions.
Requirements
- Bilingual English and Spanish communication skills are required.
- At least 3 years of experience in life and/or annuity product distribution.
- Demonstrated year-over-year growth with strategic partners and a successful sales track record.
- Strong relationship management, problem-solving, communication, organization, and self-management skills.
- Ability to travel more than 50% of the time and manage travel and business expenses.
- Visa sponsorship is not available for this position.
Nice to have
- 5+ years of experience focused on indexed products and living benefits.
- Industry designations such as CLU®, ChFC®, or CFP®.
Culture & Benefits
- Collaborative environment with opportunities for professional growth.
- Benefits begin on the first day and can be customized to individual and family needs.
- Medical, financial, and other benefits may include 401(k), vacation, sick time, and parental leave.
- Compensation is primarily commission-based, with possible first-year pay guarantees and eligibility for discretionary annual incentive programs.
- Approved AI tools are used responsibly to improve work efficiency, quality, and impact.
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