External Wholesaler - Mid-Atlantic Region

AIMCOR Group; United States; Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

401K with Company match

Paid Time Off

Health, dental, and vision insurance

Job summary

A reputable financial services provider is looking for an External Wholesaler in the Mid-Atlantic Region. The role involves building relationships across various financial institutions, striving for excellence in sales of diverse financial products. Candidates must have sales experience in financial services, relevant licenses, and be proficient in Microsoft Office and CRM systems. This position offers the flexibility of remote or hybrid work and includes a comprehensive benefits package designed to empower both employees and clients.

Qualifications

• 3+ years of sales experience in financial services relevant to role.
• State Life and Health license is required.
• FINRA Series 6 or 7 and state licenses needed.

Responsibilities

• Develop and maintain relationships with financial professionals.
• Execute territory sales goals and activity expectations.
• Create and implement a strategic territory business plan.

Skills

Sales experience

Communication skills

Analytical skills

Time management

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office

CRM systems

Job description

External Wholesaler - Mid-Atlantic Region

Location: Remote / Hybrid—Residing within the assigned region or territory.

Relocation assistance: is not available for this opportunity.

The Role at a Glance

AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker‑dealers, and independent broker‑dealers within the Mid‑Atlantic Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a learning environment while educating communities throughout the assigned territory.

The Impact

• Proactively develop, maintain, and grow relationships with assigned accounts in the territory through ongoing financial professional profiling, continual relationship‑building, and refining and refreshing the financial professional base. This will be done via in‑person and virtual meetings.
• Execute on specific territory sales goals, activity expectations, and territory management with banks, credit unions, wirehouses, national/regional broker‑dealers, and independent broker‑dealers to maximize opportunities.
• Develop and execute a strategic territory business plan; coordinate between segmentation strategy and zones/rotation execution to drive top‑line revenue and sales results, targeting a minimum of 20 in‑person or virtual meetings per week.
• Demonstrate deep understanding and knowledge of EIG’s full product suite, becoming fluent in sales concepts while gaining industry knowledge and insights on market trends. Demonstrate understanding of the industry and competitive landscape. Serve as a Subject Matter Expert for EIG and be viewed as a resource by your assigned financial professionals.
• Understand the selling process, including questioning techniques to discover needs, strong listening skills, and the ability to address customer questions and concerns while overcoming objections. Demonstrate proficiency in sales presentations, both virtual and in person, and deliver advanced presentation skills for audiences of various sizes with high levels of participation and buy‑in. Possess experience with a variety of presentation mediums (Zoom, PowerPoint, etc.).
• Communicate confidently with your customer base to drive sales in partnership with your territory’s internal sales and new business support teams. Speak and present ideas effectively in person, virtually, in writing, by phone, by e‑mail, and through other methods. Possess effective conflict resolution skills.
• Optimize time management by prioritizing high‑value tasks, streamlining communications with financial professionals and team members, and managing the utilization and allocation of resources efficiently.
• Be trustworthy and adhere to high ethical standards, complying with applicable laws, rules, regulations, and company policies. Be seen as a trusted and valued business partner. Lead by example and inspire trust.
• Effectively partner with the internal wholesaler, new business, key account team, and relationship team on escalations and prioritizations in the territory to achieve goals.

Requirements

The Minimum Qualifications

• A successful track record in the financial services industry, with 3+ years of sales experience in financial services that directly aligns with the responsibilities preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM systems, as well as other software programs.
• State Life and Health license.
• FINRA Series 6 or 7 (or obtain within 90 days of hire) and appropriate state life & annuity licenses. Relevant industry designations are a plus.
• Bachelor's degree or equivalent work experience.
• Reside within the assigned region/sales territory.
• Analytical skills and close attention to detail necessary to determine proper processing of investment documents.
• Effective verbal and written communication skills.
• Skill in writing grammatically correct routine business correspondence.
• Ability to adapt quickly in a changing work environment.

What’s it like to work here?

At AIMCOR, we love what we do. We make meaningful contributions each and every day to empower our customers to grow their business. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

• Leadership development and professional training opportunities
• Competitive compensation and comprehensive benefits package including;
• 401K with Company match
• Paid Time Off (PTO) for Vacation, Sick and Personal
• Generous Paid Holidays
• Community Service Paid Time Off
• Work/Life Employee Assistance
• Health, dental, vision, disability, and life insurance
• Flexible Spending Account (FSA) / Health Savings Account (HSA)
• Effective productivity/technology tools and training

Compensation for all positions is based on non‑discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of the Company’s total rewards package for employees. In addition, the role may be eligible for annual incentives and discretionary based bonuses based on the performance of the company, business unit and individual. Other rewards may include long‑term incentives, sales incentives and the Company’s standard benefits package.

About Our Company

AIMCOR Enterprise Insurance Group (EIG) is a division of AIMCOR distribution dedicated to supporting institutional relationships and expanding protection‑based insurance solutions, including life, long‑term care, and disability products. With 24 regional offices and over 300 employees, EIG focuses on delivering comprehensive coverage and complementary services to strengthen partnerships and drive growth in the protection insurance market. For more information, visit aimcoreig.com , and follow us on LinkedIn .

AIMCOR is an Integrity company and a leading distribution partner dedicated to providing financial professionals with access to advanced protection and retirement income solutions. Through its subsidiaries and affiliates, AIMCOR builds strong carrier relationships and offers a broad range of products—including life, disability, long‑term care, and annuities—to help individuals and families achieve financial security. With a focus on collaboration, integrity, and leveraging cutting‑edge technology, AIMCOR enhances the broker experience and supports sustainable growth in a dynamic market. For more information, visit aimcorgroup.com , and follow AIMCOR on LinkedIn .

AIMCOR is proud to be a place where talented people can grow as professionals, leaders, and as individuals. AIMCOR is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.