5 часов назад
External Wholesaler (Life and Annuity Distribution)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
External Wholesaler (Life and Annuity Distribution) (Life Insurance and Annuities): Building and expanding strategic relationships with agents, agencies, and distribution partners to grow life and annuity sales with an accent on business development, product selection, case design, and customer service. Focus on developing targeted-market business plans, training agency partners, and solving growth challenges through competitive analysis and consultative sales.
Location: Remote, USA; travel of more than 50% is required.
Company
is an insurance company providing life insurance and annuity products, with a mission focused on financial stability and community impact.
What you will do
- Build new and expand existing relationships with agents, agencies, and distribution partners to increase life and annuity sales revenue.
- Consult with agencies on value-added strategies, marketing campaigns, product selection, case design, and illustration fulfillment.
- Develop business plans for targeted markets and onboard new distribution relationships.
- Manage internal and external partnerships to improve sales and service operations.
- Deliver in-person and virtual training on products, processes, business development, and services.
- Monitor the competitive landscape and industry trends to create customer-focused solutions.
Requirements
- At least 3 years of experience in life and/or annuity product distribution.
- Demonstrated year-over-year growth with strategic partners and a record of sales success.
- Strong relationship management, communication, presentation, problem-solving, organization, and self-management skills.
- Ability to travel more than 50% of the time and manage travel and business expenses.
- Ability to collaborate with field leaders and internal support teams.
- Visa sponsorship is not available for this position.
Nice to have
- 5 or more years of industry experience, particularly with indexed products and living benefits.
- CLU, ChFC, or CFP designation.
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) eligibility, vacation, sick time, and parental leave.
- Compensation is primarily commission-based, with pay guarantees potentially available during the first year.
- Eligible employees may participate in discretionary annual incentive programs.
- Employees are expected to use approved AI tools responsibly while maintaining accountability for accuracy, privacy, security, compliance, and intellectual property.
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