Texas Licensed Internal Wholesaler

Job Summary

To support regional sales goals, the full-time Texas Licensed Internal Wholesaler will assist in developing distribution relationships, analyze territory production for growth opportunities, and conduct proactive outreach to financial planners and advisors regarding annuity products.

Key responsibilities

• Assist in the development and management of regional business plans to grow new business
• Analyze territory production to identify sales growth opportunities and provide feedback to Regional Vice Presidents
• Conduct proactive outbound 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