Job Description
Internal Wholesaler - Annuity Distribution
The Opportunity
We're building a dynamic team of Internal Wholesalers to drive annuity sales through third-party distributors. In this role, you'll focus on growing and strengthening relationships within a dedicated territory, working with banks, credit unions, wirehouses, national and regional broker-dealers, and independent broker-dealers. Partnering closely with an External Wholesaler, you'll be responsible for driving sales, increasing market penetration, and expanding the diversity of annuity products sold. If you're passionate about financial wellness and helping communities nationwide access financial education, this is an exciting opportunity to make an impact.
The Team
You'll be part of a collaborative and high-performing team of internal sales professionals, key account managers, advanced sales specialists, and marketing experts. Our team is results-driven, customer-focused, and thrives on innovation and teamwork. Since the annuity division was established in 2021, we've built a strong community with a shared commitment to excellence and continuous growth.
Your Impact
As an Internal Wholesaler - Annuity Distribution, you'll play a critical role in driving sales and supporting financial professionals. Your key responsibilities will include:
Proactively engaging financial professionals to provide pre- and post-sale annuity product support and respond to inquiries.
Managing your territory strategically to maximize sales opportunities and deepen relationships with banks, credit unions, wirehouses, and broker-dealers.
Collaborating with your External Wholesaler to drive sales success while leveraging tools like Salesforce, Outlook, PowerPoint, Excel, Zoom, illustration software, and financial planning platforms.
Developing deep expertise in annuity products, riders, and sales strategies while staying informed about industry trends and the competitive landscape.
Building and maintaining strong business relationships with key distributors to support sales growth.
Traveling occasionally with your External Wholesaler to strengthen territory relationships and gain market insights.
Supporting additional sales-related initiatives as needed.
What You Bring
Minimum Qualifications:
FINRA Series 6 or 7 license (must be active at the time of application).
State Securities License (Series 63) and State Life & Health Insurance License (both required at the time of application).
Bachelor's degree or 4+ years of experience in financial services or a related field.
3+ years of sales or sales support experience with annuity products.
2+ years of experience working with annuity solutions within financial institutions (banks, credit unions, broker-dealers, etc.).
Experience using a contact management system (e.g., Salesforce).
Ideal Qualifications:
6+ years of experience in financial services.
4+ years of sales or sales support experience with annuity products.
Strong communication, interpersonal, and customer service skills.
Ability to present confidently to various audiences in virtual settings.
Proven time management and organizational skills, with the ability to manage multiple priorities effectively.
Passion for building and growing strong business relationships.
Proficiency in Microsoft Office (Word, Excel, PowerPoint), Zoom, and Salesforce.
Deep knowledge of annuity products (fixed, income, variable annuities) and industry best practices.
Attention to detail and the ability to multitask in a fast-paced environment.
Compensation & Benefits
Base salary: $70,000 - $85,000
Total compensation potential: $100,000 - $125,000 (including sales-based incentives)
Professional growth opportunities, including mentorship and access to learning platforms.
Networking opportunities with diverse Business Resource Groups.
A strong ethical foundation, with industry-leading pay and benefits.
What to Expect
Regular team meetings and professional development sessions.
One-on-one coaching and mentorship from leadership.
A collaborative, supportive, and results-driven culture.
Opportunities to grow within a stable and reputable company.
We are committed to fostering a diverse and inclusive workplace and welcome applicants from all backgrounds.
If you need accommodations during the application process, please reach out and let us know how we can assist you.
Employment Type: Full-Time
Salary: $ 70,000.00 85,000.00 Per Year
Job Tags
Full time, Work at office, Remote work,