State Licensed Internal Wholesaler

Job Summary

To support the Retirement Sales team, the full-time State Licensed Internal Wholesaler will establish and grow relationships with financial advisors, make outbound sales calls, and collaborate with cross-functional teams to enhance product awareness and meet sales goals.

Key responsibilities

• Make extensive outbound sales calls to financial advisors to promote annuity products
• Meet and exceed sales goals by setting appointments and providing qualified leads for External Wholesalers
• Collaborate with other departments to resolve client issues and educate financial advisors through various communication methods

Required qualifications

• Sales experience within or related to banks
• Background in wholesale distribution, including internal, hybrid, or external wholesaling roles
• Bachelor's degree or equivalent experience
• FINRA Series 6 or Series 7 registration required
• Life and Disability insurance license required