External Annuity Wholesaler - Midwest Region

Midwood Financial Services, Inc.

United (WV)

Remote

USD 110,000 - 140,000

Full time

7 days ago
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Benefits offered by this job

401(k)
Health insurance
Paid time off

Job summary

Midwood Financial Services, an independent distributor of financial products, seeks an experienced Wholesaler for the Midwest region. Build banks and broker-dealer relationships, drive sales of Fixed, Indexed, and Registered Index-Linked Annuities, and lead regional growth through presentations and trainings.

The role requires 3+ years wholesaling experience, excellent communication and relationship-building skills, and licenses (Series 7, Life).

Qualifications

  • Minimum 3 years of internal or external wholesaling experience in financial products.
  • Strong communication, presentation, and relationship-building skills.
  • Proven track record of territory management and achieving sales growth.
  • Series 7 and Life License required.
  • Candidate MUST live in the Midwest region.

Responsibilities

  • Develop and maintain strong relationships within the bank and regional broker-dealer channel.
  • Drive sales growth and expand market penetration for Midwood’s financial products.
  • Deliver expert product knowledge through engaging presentations and training sessions.
  • Strategically manage and grow the assigned sales territory.
  • Expect to travel 65% or more within regional territory.

Skills

Relationship-building
Presentation skills
Communication
Territory management
Sales growth

Education

Series 7 license
Life Insurance License

Job description

Job Description

Wholesaler – Midwest Region

About Midwood Financial Services

Midwood Financial Services, an independent distributor of financial products in the financial institution marketplace, is expanding! We are seeking an experienced Wholesaler to join our growing team in the Midwest region.

Midwood specializes in providing top-tier, Fixed, Indexed, and Registered Index-Linked Annuities, delivering innovative financial solutions backed by a strong record of growth and success.

Key Responsibilities
  • Develop and maintain strong relationships within the bank and regional broker-dealer channel.
  • Drive sales growth and expand market penetration for Midwood’s financial products.
  • Deliver expert product knowledge through engaging presentations and training sessions.
  • Strategically manage and grow the assigned sales territory.
  • Expect to travel 65% or more within regional territory.
Qualifications
  • Minimum 3 years of internal or external wholesaling experience in financial products, preferably within the bank channel.
  • Strong communication, presentation, and relationship-building skills.
  • Proven track record of territory management and achieving sales growth.
  • Series 7 and Life License required.
  • Candidate MUST live in the Mid-West region.
Compensation & Benefits
  • Competitive base salary with lucrative overrides and incentives.
  • Comprehensive benefits package, including health insurance and 401(k).
  • The opportunity to join an industry leader known for its exceptional growth and top-tier products.

Job Type: Full-time

Benefits:
  • 401(k)
  • Health insurance
  • Paid time off
License/Certification:
  • Series 7 (Required)
  • Life & Health Insurance License (Required)

Work Location: On the road

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