Life Wholesaler (FINRA Licensed)

Job Summary

A company is looking for a Client Engaged Life Wholesaler (BD/Wirehouse/RIA).

Key Responsibilities:

• Drive production by sourcing, developing, and converting new business opportunities across BD, Wirehouse, and RIA relationships
• Lead client engagement by presenting tailored solutions and influencing outcomes to close business
• Own the full deal lifecycle, maintaining momentum and partnering with stakeholders for seamless execution

Qualifications:

• 5+ years of experience in financial services, insurance wholesaling, or advisor-facing sales roles
• Demonstrated success in a production-driven client-facing sales role
• Strong background in life insurance and advanced markets
• Experience working within BD, Wirehouse, or RIA channels preferred
• FINRA Series 6 or 7 and Life/Variable insurance licenses required