External Wholesaler, Annuity (Pittsburgh, PA - Planners (Remote in Territory)

Brighthouse Financial; Pittsburgh (Allegheny County); Remote; USD 61,000 - 80,000; Full time

Job summary

Brighthouse Financial is seeking an External Wholesaler in Pittsburgh to expand market share through relationship management and sales of annuity products. The position requires a minimum of 5 years' experience in sales, alongside essential licenses. In this role, you will conduct seminars, manage budgets, and work closely with financial advisors to enhance client success. Enjoy a flexible remote working environment, competitive compensation, and a culture that values diversity and inclusion.

Benefits

Minimum of 20 days paid time off annually

401(k) savings plan with company match

Health insurance plans including dental and vision

Paid leave for parents and backup dependent care

Qualifications

• 5+ years sales experience wholesaling in the industry.
• Must hold valid FINRA Series 6 or 7 and Series 63 license.
• Proven ability to grow a territory.

Responsibilities

• Build and maintain relationships with independent planners.
• Conduct meetings and training workshops on financial products.
• Strategically manage resources to maximize sales.

Skills

Sales experience

Relationship building

Communication skills

Education

Bachelor’s degree

Job description

We've been made aware that there are active job recruiting schemes using the Brighthouse Financial name and logo. The fraudsters behind these schemes often send unsolicited texts and emails containing fake names, phone numbers, and email addresses in an attempt to encourage you to share personal or financial information with them. However, in these cases, you’re not being considered for a job opportunity with Brighthouse Financial as these roles are fraudulent, and the individuals extending the fake job offers are not affiliated with Brighthouse Financial.Learn how to avoid these schemes.

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External Wholesaler, Annuity (Pittsburgh, PA - Planners (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 independent planners in Pittsburgh, PA 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 our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, 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%

Number of Openings:
1

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.

Why join us?
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 from Forbes as one of America’s Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte.

* Ranked by 2023 admitted assets. Best’s Review: Top 200 U.S. Life/Health Insurers. AM Best, 2024.

Nearest Major Market: Pittsburgh
Job Segment: Product Manager, Marketing, Operations

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.