External Wholesaler

Afficiency; Carpinteria (CA); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking an External Wholesaler to connect innovative life insurance products with independent financial professionals. This role involves driving sales, building long-term partnerships, and ensuring compliance while working in a fast-paced, remote environment. Ideal candidates will have a strong background in insurance sales and excellent communication skills.

Benefits

Competitive Salary & Bonus Package

Health, Dental, and Vision Benefits

401(k) with Matching

Stipend for WFH Setup

Remote Work with Travel Opportunities

Qualifications

• 3 years in insurance sales or financial services.
• Strong understanding of life insurance products.

Responsibilities

• Drive sales and deepen relationships with financial professionals.
• Monitor sales performance and report regional activity.
• Travel regularly to meet with distribution partners.

Skills

Relationship Management

Communication

Strategic Thinking

Education

Life/Health License

Tools

Microsoft Office

Job description

Job Description

About the Role

As an External Wholesaler at Afficiency, you’ll serve as a strategic connector between our innovative life insurance products and the independent financial professionals who distribute them. Operating within the United States, you will be responsible for driving sales, deepening relationships, and expanding our market presence by working closely with all members of our distribution partner community.

This is a dynamic opportunity for a high-energy, relationship-driven professional who thrives in a fast-paced, digitally focused environment.

What You'll Do

• Introduce and position Afficiency’s suite of life insurance products within the independent distribution arena to IMO’s, agencies and agents/financial advisors
• Develop strong, long-term partnerships with financial professionals by providing consistent support, education, and strategic guidance
• Identify and pursue new business opportunities to increase life insurance distribution and revenue growth
• Work with operational resources to provide end-to-end case support, including product education, illustration assistance, and compliance guidance
• Maintain a high standard of regulatory compliance in all communications and activities, including the use of approved marketing materials
• Monitor sales performance, share market insights, and report regional activity and trends to leadership
• Travel regularly to meet with distribution partners, deliver product presentations, and provide training to enhance their understanding of our products and services
• Act as the connection point between the field and internal departments to ensure promises made to distributors are fulfilled smoothly

Qualifications:
Qualifications

What You Bring

• 3 years of demonstrated success in Permanent/Term/Final Expense insurance sales, wholesaling, or financial services
• Strong understanding of life insurance products, digital delivery platforms and the needs of financial professionals
• Strong relationship management, communication, and presentation skills
• Strategic thinking with an ability to identify growth opportunities and execute plans
• Ability to work independently while collaborating across internal and external teams
• Knowledge of relevant regulatory requirements and industry best practices
• Life/Health Licensed
• Proficiency in Microsoft Office tools

Additional Information

Compensation & Benefits

• Competitive Salary & Bonus Package

• Robust health, dental, and vision benefits

• 401(k) with matching

• Stipend for WFH setup

• Fully remote (willing to travel up to 50%)

• The chance to build something meaningful with a supportive, collaborative team

Salary

Commensurate with experience (base salary + bonus package)

Work Arrangement

Remote

Afficiency is an Equal Opportunity Employer. All your information will be kept confidential according to EEO Guidelines.