External Wholesaler - FI

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

Benefits offered by this job

Annual bonus

401(k) match

Medical plans

Dental & vision

Life & disability

PTO + holidays

Parental leave

Job summary

Reliance Matrix is seeking an External Wholesaler - FI to prospect, develop, and sustain sales relationships with licensed financial advisors and sales management in the financial institution distribution channel. The role targets increased annuity product sales through strategic plans and effective presentations.

The ideal candidate has a 4-year business degree, a Life Insurance license, and strong sales and communication skills, with experience in retirement planning and annuity products.

Qualifications

• 4-year degree in business or related field; plus at least five years of related experience.
• Life Insurance license required; industry designations preferred.
• Experience with Financial Institutions and Broker Dealer channels a plus.
• Strong sales and relationship management experience required.
• Understanding of retirement planning and annuity products preferred.
• Analytical and excellent communication and presentation skills.

Responsibilities

• Develop and execute territory sales plan to maximize revenue in the FI channel.
• Represent Reliance Matrix professionally to financial advisors and management.
• Deliver sales presentations to small and large audiences.
• Conduct product and sales trainings, seminars, webinars.
• Maintain activity logs and broker profiles to track progress.
• Collaborate with internal teams to align resources for sales results.

Skills

Sales

Relationship mgmt

Presentation skills

Analytical skills

Self-motivation

Education

Bachelor's degree

Tools

CRM systems

Job description

Job Responsibilities and RequirementsThe 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 advisorsRepresent the company in a highly professional mannerSupport the strategic activities of the National Accounts ManagerWork closely with assigned relationship manager to deliver sales goals by identifying and fostering leadsBuild and cultivate relationships within the Financial Institutions channel to build awareness of product benefit and features and ensure our products and services meet their needsPrepare and deliver clear, convincing and professional sales presentations to small and large audiencesRelationships: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 partiesSales Support:Conduct product and sales meetings through individual and group training sessions, seminars, workshops, webinars and branch meetings to deliver advisor and client solutionsMaintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activityPartner with internal colleagues, to strategically align resources that deliver optimal territory sales resultsRequired Knowledge, Skills, Abilities and/or Related Experience4-year degree in business or related field plus at least five years of related experienceLife Insurance License required; industry designations preferred4+ years’ wholesaling experience - Financial Institutions and Broker Dealer channel experience a plus4+ years’ experience with annuities, insurance or other financial productsFundamental concepts, principles and practices of the life insurance industry and asset management products.Strong sales and relationship management experience requiredUnderstanding of how annuity products fit within the overall retirement planning landscape preferredAnalytical skills and excellent communication and presentation skills are a mustDemonstrated ability to productively schedule time and organize around prioritiesSelf-motivated and directedThe 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 OfferAt 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 membersGenerous 401(k) company match that is immediately vestedA 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 AccountMultiple options for dental and vision coverageCompany provided Life & Disability Insurance to ensure financial protection when you need it mostFamily friendly benefits including Paid Parental Leave & Adoption AssistanceHybrid work arrangements for eligible rolesTuition Reimbursement and Continuing Professional EducationPaid 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 ProgramAbility to connect with colleagues around the country through our Employee Resource Group programOur Values:Sustainable PerformanceContinuous ImprovementCustomer ExperienceCollaborationEmpowermentSense of CommunityEEO StatementReliance 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 .