6 часов назад
Hybrid Internal Sales Consultant (Annuities)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Hybrid Internal Sales Consultant (Annuities): Driving annuity sales and advisor engagement through internal and external wholesaling, with an accent on product education, case consultation, and retirement income strategies. Focus on building advisor relationships, designing income and wealth-transfer solutions, and managing territory growth through CRM-based sales reporting.
Location: Scottsdale, AZ, United States; hybrid work with virtual, phone-based, and periodic in-person meetings, plus travel within the assigned territory.
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving independent agents and clients nationwide.
What you will do
- Develop, manage, and grow annuity sales within an assigned territory through a hybrid internal and external wholesaling model.
- Conduct virtual and in-person meetings with financial advisors to educate them on annuity products, features, and applications.
- Provide advanced case design and sales support covering income planning, retirement solutions, and wealth-transfer strategies.
- Identify new advisor opportunities and deepen relationships with existing producers.
- Maintain activity, pipeline, and sales reporting in the CRM.
- Monitor product developments, regulatory changes, and the competitive landscape while collaborating with marketing, sales management, and operations.
Requirements
- 3+ years of experience in financial services sales; annuity wholesaling experience is strongly preferred.
- Thorough understanding of fixed, fixed indexed, and/or variable annuity products.
- Demonstrated ability to influence and educate financial advisors through consultative selling.
- Strong phone, virtual presentation, and in-person communication skills, with experience managing a sales territory.
- FINRA Series 6 or 7, FINRA Series 63 or 66, Life & Health Insurance license, and SIE required.
- Bachelor’s degree or equivalent experience preferred; ability to travel within the assigned territory as needed.
Culture & Benefits
- Family-like environment focused on rewarding, cutting-edge work and employee support.
- Professional growth opportunities within a hyper-growth organization.
- Competitive compensation package and benefits for employees and their families.
- Work with independent agents through in-person, phone, and online channels.
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