External Wholesaler Northeast United States

Financial Independence Group, LLC; Cornelius (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Financial Independence Group, LLC seeks a VP, External Wholesaler to attract financial professionals and manage a territory effectively. You will target independent advisors, aiming for a significant sales run rate and appointments weekly. The ideal candidate has a solid background in financial services and proven sales success.

Qualifications include a relevant undergraduate degree and strong communication skills. Licenses in securities and life insurance are required.

Qualifications

• Minimum three years of financial services wholesaling experience preferred.
• Strong positive attitude and perseverance for success.
• Ability to quickly learn and comprehend financial products.

Responsibilities

• Lead a start-up territory to reach $120M run rate within 12 months.
• Drive 30+ appointments per week with financial advisors.
• Work collaboratively with internal and external teams.

Skills

Sales experience

Communication skills

Relationship management

Financial services knowledge

Education

Undergraduate degree in Business (Finance, Accounting, Marketing, etc.)

Job description

WHO WE ARE:

Financial Independence Group is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in all 50 states.

We value:

Our internal team members, external partners, and affiliated advisors.

JOIN OUR TEAM TODAY!

YOUR ROLE:

VP, External Wholesaler – Institutional Channel

This role is a supercharged pace of reaching out to prospective financial professionals to attract them to work with FIG, a leader independent financial services distribution. Wholesale annuity products from leading carriers including Corebridge, Mass Mutual Ascend and North American, plus a deep bench of other carriers to independent advisors. Manage a geographic territory based on available firms and coordinate and help lead and develop an internal wholesaler. Manage to assigned T&E budget. Adhere to all firm and compliance policies. Represent FIG in professional fashion.

HOW YOU WILL MAKE AN IMPACT:

• Lead a start up territory calling on independent financial advisors in approved FIG firms to $120M run rate within 12 months. Run rate target $5M / month by end of Q1 and $8M / month end of Q2. Long term expectation $200-$250M+ in annual annuity volume
• Drive 30+ appointments per week with financial advisors in territory on a weekly basis. Target an average of 8-10 live appointments per week with the balance being documented virtual appointments
• Focus on B/D firms where FIG has forged formalized relationships with home offices
• Build relationships specifically with LPL advisors and drive sales of products from The Standard
• Ability to learn and comprehend concepts and products quickly
• Live role play with leadership to understand prospect pitches
• Accountable to weekly and regular fast-paced metrics
• Work with internal Ops, licensing, and other teams to assure best client experience when transacting business with FIG
• Adhere to firmwide CRM and administrative standards
• Collaboration with Barnabas Capital for RILA referrals and RIA Insurance Solutions for fee-based referrals

WHY YOU ARE THE RIGHT PERSON:

• Undergraduate degree in: Business (Finance, Accounting, Marketing, etc.) - Preferred
• Proven success within a sales environment – Minimum three years of financial services wholesaling experience preferred
• Proven relationships with advisors and firms in identified wholesaling territory. Ability to translate into fast sales
• Perseverance, strong positive attitude, and repetition are all key strengths needed for optimal success in this role
• Clear verbal and written communication skills
• Live in territory - willingness to travel based on territory / relationship needs
• Finra securities and life insurance licenses required