Texas Licensed Internal Wholesaler

Job Summary

To support regional sales goals, the full-time Texas Licensed Internal Wholesaler will collaborate with external wholesalers to develop business plans, analyze production for growth opportunities, and conduct proactive outreach to financial planners about annuity products.

Key responsibilities

• Assists in developing and managing regional business plans to grow new business
• Analyzes territory production to identify sales growth opportunities and provides feedback to Regional Vice Presidents
• Conducts proactive outbound sales calls to educate partners on products and recommend sales strategies

Required qualifications

• Bachelor's degree
• 1+ years of experience in financial sales
• Life & Health License required
• FINRA SIE, Series 6 & 63 Licenses required
• Expanded knowledge of Life Insurance and Annuity products