External Wholesaler

AMS Financial Solutions Group; United States; Remote; USD 70,000 - 120,000; Full time

Job summary

A financial services company is seeking an experienced External Wholesaler to support its agency distribution channel in the Northeast Territory. The role involves building relationships, promoting annuity products, and delivering presentations. Candidates should have at least 2 years of wholesaling experience and necessary licenses. Expect approximately 75% travel within the territory, with a focus on Maryland, Delaware, New Jersey, and Eastern Pennsylvania.

Qualifications

• Minimum of 2+ years in Internal, Hybrid, or External Wholesaling.
• Strong knowledge of annuity products and the agency distribution landscape.
• Licenses: FINRA Series 6 or 7 and State Life/Annuity Insurance Licenses required.
• Excellent communication, presentation, and relationship management skills.
• Travel: Approximately 75% travel required; residency within the assigned territory is required.

Responsibilities

• Build and maintain strong relationships within the agency distribution network.
• Promote and support sales of various annuities.
• Deliver engaging product presentations and training.
• Develop territory strategies to drive production and strengthen partnerships
• Collaborate with internal sales teams to ensure consistent communication and support

Skills

Excellent communication

Presentation skills

Relationship management

Relationship building

Presentation skills

Communication skills

Travel 75%

Job description

1 day ago Be among the first 25 applicants

Now Hiring: External Wholesaler – Northeast Territory

AMS Financial Solutions Group is seeking a driven and experienced External Wholesaler to join our growing team. This position will support our agency distribution channel, representing leading partners including World Financial Group (WFG), Transamerica Financial Advisors (TFA), and the Transamerica Agency Network (TAN).

The selected candidate will focus on expanding life and annuity distribution across Maryland, Delaware, New Jersey, and Eastern Pennsylvania. This is a highly relationship-driven role requiring strong presentation skills, in-depth product knowledge, and a passion for helping advisors grow their business.

Key Responsibilities

• Build and maintain strong relationships within the agency distribution network
• Promote and support sales of Fixed Indexed, Registered Indexed Linked (RILA), and Variable Annuities
• Deliver engaging product presentations and training to financial professionals
• Develop territory strategies to drive production and strengthen partnerships
• Collaborate with internal sales teams to ensure consistent communication and support

Qualifications & Requirements

• Licensing: FINRA Series 6 or 7 (and Series 63, as applicable by state) and State Life/Annuity Insurance Licenses required
• Experience: Minimum of 2+ years in Internal, Hybrid, or External Wholesaling
• Expertise: Strong knowledge of annuity products and the agency distribution landscape
• Skills: Excellent communication, presentation, and relationship management skills
• Travel: Approximately 75% travel required; residency within the assigned territory is required.

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