Texas Licensed Internal Wholesaler

Job Summary

A company is looking for an Internal Regional Wholesaler responsible for driving annuity sales growth within an assigned geographic territory.

Key Responsibilities

• Conduct proactive outbound call campaigns to promote products and grow advisor relationships
• Respond to inbound advisor inquiries regarding product features and business processing support
• Support advisor engagement activities and collaborate with internal partners for timely processing of requests

Required Qualifications

• 2-4 years of sales, service, or financial services experience preferred
• Working knowledge of annuities, life insurance products, or the financial services industry
• Life Insurance License required or ability to obtain within 180 days of hire
• Proficiency with CRM systems and Microsoft Office applications
• Demonstrated initiative, accountability, and results orientation