Texas Licensed Internal Wholesaler

Job Summary

To support regional sales goals, the full-time Texas Licensed Internal Wholesaler will manage client relationships, analyze territory production for growth opportunities, and assist in developing marketing strategies while working onsite in Houston, TX.

Key responsibilities

• Assist in developing and managing regional business plans to grow new business
• Analyze territory production and provide feedback on partner changes and sales opportunities
• Conduct proactive sales calls to educate partners about products and recommend marketing 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