Life Licensed Annuity Wholesaler

Job Summary

A company is looking for an Annuity Internal Wholesaler.

Key Responsibilities

• Collaborate with External Wholesaler to manage relationships within territory
• Follow up on annuity illustrations and large cases while initiating daily sales calls
• Generate reports, presentations, and support sales strategies and marketing efforts

Required Qualifications

• Life License and Series 6 certification
• Bachelor's degree
• Minimum of 3 years experience with annuities
• Demonstrated understanding of financial markets and competitive landscape
• Proven ability to establish strong relationships with key support areas