External Wholesaler, Annuity (Houston, TX - Banks (Remote in Territory)

Brighthouse Financial; Houston (TX); Remote; USD 52,000 - 70,000; Full time

Benefits offered by this job

Flexible Work Environment

Paid Time Off

401(k) with Company Match

Health, Vision, and Dental Insurance

Life Insurance

Short-term Disability

Paid Holidays

Volunteer Time

Job summary

Brighthouse Financial in Houston seeks an External Wholesaler, Annuity to enable investment professionals to help clients achieve financial security with confidence. This fully remote role covers Houston, El Paso and Louisiana, focusing on building relationships and presenting annuity solutions.

You will conduct meetings, educate advisors, and collaborate on financial plans while managing territory resources and travel up to 75%.

Qualifications

• 5+ years sales experience wholesaling in the industry (internal, external or combination).
• Must hold a valid FINRA Series 6 or 7 and Series 63 license.
• Must hold and maintain an active Life, Health and Variable Insurance License in resident state.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Build new and maintain relationships with financial advisors in Houston, El Paso and Louisiana to increase annuity sales.
• Conduct joint meetings with financial advisors and clients to educate and sell annuities.
• Collaborate with financial advisors to include annuities in financial plans.
• Conduct meetings, seminars and training workshops to describe Brighthouse products and value proposition.
• Plan resources and manage budgeting and expenses to maximize territory sales.
• Coordinate with Internal Wholesaler to foster leads from referrals, campaigns and canvassing.
• Keep advisors informed of product and service changes.
• Develop new relationships with advisors to grow assets.
• Provide competitive intelligence to sales and product management.

Skills

Sales experience

FINRA Series 6/7

Series 63

Life Health Insurance license

Relationship building

Education

Bachelor's degree

Job description

External Wholesaler, Annuity (Houston, TX - Banks (Remote in Territory)

Where you’ll work:

This is a fully remote position in the assigned territory.

How you’ll contribute:

As an External Wholesaler, you’ll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.

In this role, you’ll get to:

• Responsible for building new and maintaining existing relationships with financial advisors in Houston,Texas, El Paso Texas and Louisiana to increase revenue from annuity sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job.
• Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients.
• Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuities.
• Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financial’s products, describe our value proposition and present our products in the context of sales ideas.
• Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
• Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing.
• Responsible for keeping financial advisors informed of rapidly changing products and service agreements.
• Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents.
• Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face).

We’re looking for people who have:

• 5+ years sales experience wholesaling in the industry (internal, external or combination).
• Prior Point of Sale experience.
• Proven ability to build strong relationships.
• Proven ability to grow a territory as measured by sales and persistency of business.
• Must hold a valid FINRA Series 6 or 7 and Series 63 license.
• Must hold and maintain an active Life, Health and Variable Insurance License in their resident state.
• In order to post for this position, you need the proper work authorization to work in the country. where the position is located and not require relocation assistance.
• Ability to work independently and to communicate clearly and concisely.
• Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale.
• Excellent presentation skills, both in creation and delivery, to current and prospective clients.
• Expected to maintain a thorough knowledge of existing, new and enhanced products.
• Bachelor’s degree in related field or equivalent experience.

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

What you’ll receive:

• Compensation –Base salary is $61,200.00 plus competitive monthly variable sales incentive target based on sales results.
• Flexible Work Environment –Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health –Work toward achieving your financial goals through our401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Health and Wellness –Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support –Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.

Travel:

Up to 75%

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/ .

We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of the Healthiest Employers of Greater Charlotte.

*Ranked by 2025 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2026.

Nearest Major Market: Houston
Job Segment: Product Manager, Bank, Banking, Marketing, Operations, Finance

Brighthouse Financial is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is Brighthouse Financial's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.