External Wholesaler - Southeast Region

AIMCOR Group; Offre d’emploi; Hybride; EUR 40 000 - 60 000; Plein temps

Résumé du poste

A financial services organization is seeking an External Life Wholesaler to support financial professionals with client protection and retirement solutions. The role involves developing regional accounts, conducting educational sessions, and training financial professionals. Candidates should possess excellent communication skills, relevant industry licenses, and a successful track record within financial services. This full-time position is located in the Auvergne-Rhône-Alpes region of France and offers a comprehensive benefits package.

Prestations

401(k) with company match

Health, dental, vision, and life insurance

Flexible spending account

Paid time off

Qualifications

• Proficient in utilizing relevant technology such as laptops and presentation software.
• Ability to explain the sales process to clients and financial professionals.
• Background in life insurance products and their applications in financial planning.

Responsabilités

• Support assigned accounts through appointments, educational sessions, and client meetings.
• Develop activity plans to maximize field contacts within the assigned territory.
• Train and educate financial professionals on product solutions and marketing ideas.

Connaissances

Excellent communication and presentation skills

Customer service orientation

Goal-oriented self-starter

Effective time management

Ability to build strong relationships

Formation

FINRA Series 6 or 7

State life & annuity insurance licenses

Outils

Laptop computers

PowerPoint

Description du poste

AIMCOR Enterprise Insurance Group “AIMCOR EIG ”, a national insurance distribution organization, has an exciting sales opportunity in the financial services industry as an External Life Wholesaler working with financial professionals to provide their clients with protection and retirement solutions.

AIMCOR EIG is looking for a driven, dynamic individual to join our growing team in the southeastern region as an External Wholesaler. This position is critical in the success of AIMCOR EIG’s financial institution and broker/dealer distribution strategy and is responsible for achieving the region’s annual revenue forecast by providing assisted‑sales support across the region.

Key Responsibilities:

• Supporting assigned national and local accounts through in‑person and virtual representative appointments, educational group sessions, conferences, and client point‑of‑sale meetings.
• Promoting the AIMCOR EIG service offering and product portfolio within approved financial institutions.
• Collaborate with licensed professionals to incorporate insurance and protection products into their client's financial plans.
• Develop and implement an activity plan that maximizes field contacts within assigned territory and/or relationships.
• Work in conjunction with the internal support team to prospect, profile and manage assigned relationships.
• Monitor actual sales results; comparing results to plan forecast and adjusting as needed.
• Leverage and coordinate regional and Home Office resources.
• Support AIMCOR EIG and the distribution efforts of the insurance carriers that AIMCOR distributes at industry functions, local, regional and potentially national level.
• Establish and maintain strategic national, regional, and local relationships within the region.
• Manage to a specific T&E budget.
• Focus on high producing relationships to improve retention and increase productivity
• Fact‑finding and prospecting within the region and to assigned relationships to maximize sales results.
• Train and educate assigned financial professionals on concepts, product solutions, and marketing ideas.
• Assist financial professionals at the point‑of‑sale during client meetings (either virtual or in‑person).
• Conduct meetings, seminars and training workshops to current and prospective relationships to increase the knowledge of available product lines and articulate the AIMCOR value proposition.
• Maintain a constant focus on developing new relationships to foster sales growth.
  

Requirements

Qualifications:

• Goal‑oriented, self‑starter possessing excellent communication and presentation skills;
• Ability to provide excellent customer service to both internal and external customers
• Understanding and ability to explain sales process
• Excellent oral and written communication skills
• Excellent presentation skills with ability to conduct face‑to‑face meetings, webinars and speak in front of large audiences
• Ability to work effectively with little daily supervision—self‑starting, exhibits a high degree of organizational discipline, and is goal/results oriented
• FINRA Series 6 or 7 or obtained within 90 days of hire and appropriate state life & annuity insurance licenses. Pertinent industry designations are a plus.
• Proficient in utilizing relevant technology (i.e., laptop computers, PowerPoint)
• Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously.
• Ability to build, manage and develop strong interpersonal relationships
• A successful track record within the financial services industry, preferably focused on life insurance strategies;
• Knowledge of life insurance products and their applications in estate, retirement, and business planning;

Note; the requirements listed are representative of the knowledge, skill and/or ability required to adequately perform the responsibilities of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• 401(k) w/ company match
• Health, dental, vision, disability, and life insurance
• Flexible spending account
• Health savings account
• Paid time off

AIMCOR EIG is a division of the AIMCOR Aligned Distribution Channel.

AIMCOR Enterprise Insurance Group “EIG” is a division of AIMCOR Group LLC' and consists of 25 regional offices, over 100 point‑of‑sale professionals, and a total of 300 employees that focus on the institutional/business‑to‑business market and provide wholesale distribution support for life insurance, long‑term care, disability, and other protection‑based products to licensed financial professionals, registered representatives, and other licensed agents affiliated with EIG key institutional accounts. For more information, visit aimcoreig.com , and follow us on LinkedIn .

AIMCOR Group, LLC is revolutionizing third‑party independent distribution by offering financial professionals advanced protection and income solutions for their clients. Through a commitment to collaboration and integrity, AIMCOR builds strong relationships with top carriers and offers a wide range of products, including life insurance, disability insurance, long‑term care insurance, and annuities, to create financial security for individuals and families. AIMCOR stays ahead in the rapidly changing market landscape by investing in cutting‑edge technology and distribution resources to enhance the broker experience, nurture long‑term relationships, and grow business. For more information, visit aimcorgroup.com , and follow AIMCOR on LinkedIn .

AIMCOR Group, LLC is proud to be a place where talented people can grow as professionals, leaders, and as individuals. AIMCOR Group, LLC is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.