External Wholesaler - FI

Reliance Matrix; United States; Hybrid; USD 64,000 - 86,000; Full time

Benefits offered by this job

Annual performance bonus

401(k) company match

Medical plans with prescription drug覆盖

Dental and vision coverage

Life & Disability Insurance

Paid Parental Leave & Adoption Support

Hybrid work arrangements for eligible

Tuition Reimbursement & Continuing Pro

Paid Time Off – 20 days plus holidays

Volunteer days and EAP

Job summary

Reliance Matrix is seeking an External Wholesaler - FI to grow sales of annuity products by developing and maintaining relationships with licensed financial advisors and branch managers in the financial institutions channel. You will prospect, plan, and execute business strategies to maximize territory revenue while representing the company professionally.

Responsibilities include delivering trainings, scheduling meetings, maintaining activity logs, and partnering with internal teams to align

Qualifications

• 4-year degree in business or related field and at least five years of related experience.
• Life Insurance License required; industry designations preferred.
• 4+ years’ wholesaling experience - Financial Institutions and Broker Dealer channel experience a plus.
• 4+ years’ experience with annuities, insurance or other financial products.
• Strong sales and relationship management experience required.
• Analytical skills and excellent communication and presentation skills are a must.
• Demonstrated ability to productively schedule time and organize around priorities.

Responsibilities

• Prospect, develop, maintain, and enhance sales relationships with licensed financial advisors and sales management in the financial institution distribution channel to increase sales of Reliance Standard’s annuity products.
• Represent the company in a highly professional manner.
• Support the strategic activities of the National Accounts Manager.
• Work with the relationship manager to deliver sales goals by identifying and fostering leads.
• Build and cultivate relationships within the Financial Institutions channel to increase awareness of product benefits and features.
• Prepare and deliver clear, convincing sales presentations to audiences of various sizes.

Skills

Strong sales and relationship mgmt

Analytical skills

Excellent communication and презентаt

Time management / prioritization

Self-motivated and directed

Understanding of retirement planning /

Education

Bachelor's degree in business or related field

Life Insurance License

Job description

Job Responsibilities and Requirements

The External Wholesaler - FI is responsible for prospecting, developing, maintaining, and enhancing sales relationships with licensed financial advisors and sales management in the financial institution distribution channel to increase sales of Reliance Standard’s annuity products.

Sales Funnel:

• Develop and execute appropriate business plan to maximize territory sales and meet revenue objectives by identifying and developing top producing financial advisors
• Represent the company in a highly professional manner
• Support the strategic activities of the National Accounts Manager
• Work closely with assigned relationship manager to deliver sales goals by identifying and fostering leads
• Build and cultivate relationships within the Financial Institutions channel to build awareness of product benefit and features and ensure our products and services meet their needs
• Prepare and deliver clear, convincing and professional sales presentations to small and large audiences

Relationships:

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
• Develop and maintain effective working relationships with team members, internal partners, and external parties

Sales Support:

• Conduct product and sales meetings through individual and group training sessions, seminars, workshops, webinars and branch meetings to deliver advisor and client solutions
• Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity
• Partner with internal colleagues, to strategically align resources that deliver optimal territory sales results

Required Knowledge, Skills, Abilities and/or Related Experience

• 4-year degree in business or related field plus at least five years of related experience
• Life Insurance License required; industry designations preferred
• 4+ years’ wholesaling experience - Financial Institutions and Broker Dealer channel experience a plus
• 4+ years’ experience with annuities, insurance or other financial products
• Fundamental concepts, principles and practices of the life insurance industry and asset management products.
• Strong sales and relationship management experience required
• Understanding of how annuity products fit within the overall retirement planning landscape preferred
• Analytical skills and excellent communication and presentation skills are a must
• Demonstrated ability to productively schedule time and organize around priorities
• Self-motivated and directed

The expected hiring range for this position is $63,540.00 - $85,800.00 annually. This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Sustainable Performance
• Continuous Improvement
• Customer Experience
• Collaboration
• Empowerment
• Sense of Community

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.

#LI-Remote .