State Licensed Annuities Wholesaler

Job Summary

A company is looking for an Annuities Internal Wholesaler.

Key Responsibilities

• Provide expert insight and product information to financial professionals in the independent broker dealer channel
• Manage territory profitability through sales execution, marketing campaigns, and customer relationship management
• Utilize telephone and virtual technologies to cultivate client relationships and identify new opportunities

Required Qualifications

• 3-5 years of Financial Services sales experience preferred
• Financial Services experience required
• Demonstrated knowledge of annuities and related concepts
• FINRA Series 6, 63 (or 7, 66) and State Insurance license required
• Ability to drive results and increase market presence