Internal Wholesaler

Aspida; Durham (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Long-Term Incentive Plan

Full Benefits Package Available

Full benefits package

Job summary

A leading insurance company in Durham, NC, is seeking a Sales Support professional to grow relationships within banks and broker dealers. The successful candidate will have a Bachelor's degree, relevant licenses, and 3+ years' experience with annuity products. This role involves consulting with financial professionals, managing territory production, and supporting sales through collaboration. Offers a competitive salary with benefits and a focus on team culture.

Qualifications

• FINRA Series 6 or 7 at time of application.
• State Securities License Series 63 at time of application.
• State Life & Health Insurance License at time of application.
• 3+ years’ experience of sales or sales support experience with annuity products.
• Must be detail-oriented and well-organized self-starter.
• Excellent oral and written communication skills.
• Strong presentation and group communication skills.
• Self-management: territory, time, prioritization.
• Ability to build and maintain partnerships with distributors.
• Proficiency with Word, Excel, PowerPoint, Teams and Salesforce.

Responsibilities

• Contact and consult with financial professionals for annuity product support.
• Maximize opportunities and grow sales across channels.
• Communicate sales strategies confidently with distributors.
• Build expertise in annuity products and competitive landscape.
• Maintain relationships with key distributors to meet sales goals.
• Travel to partner conferences and industry events.

Skills

Excellent oral and written communication skills

Interpersonal and customer service skills

Presentation skills

Territory management

Attention to detail

Relationship management

Negotiation

CRM (Salesforce)

Time management

Education

Bachelor’s Degree

FINRA Series 6 or 7

State Securities License Series 63

State Life & Health Insurance License

Tools

Salesforce

Excel

PowerPoint

Teams

Word

Illustration software

Job description

Company Description

Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit www.aspida.com or follow them on LinkedIn.

Who We Are

Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.

Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.

What We Are Looking For

This position is responsible for building and growing relationships within a dedicated territory across our channel with Banks, Credit Unions, National/Regional Broker Dealers, Independent Broker Dealers, and IMOs. You will be responsible for territory production, penetration rates, and diversity of products. This role reports to the Chief Distribution Officer and is required to be onsite 3 days a week at our Durham, NC headquarters.

What You Will Do

• Proactively contact and consult with financial professionals across our channel on pre-and-post-sale annuity product support and respond to inquiries
• Execute specific activity expectations and territory management to maximize opportunities and grow sales across our channel with banks, credit unions, national/regional broker dealers, independent broker dealers, and IMOs
• Communicate confidently with your customer base and drive sales in partnership with our 3rd party distributors, with the ability to use software tools including Salesforce, Outlook, PowerPoint, Excel, Teams, and Illustration software
• Demonstrate understanding of the annuity industry and competitive landscape by building expertise of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends
• Develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to ensure proper processing of business
• Travel to partner conferences and other industry events

What We Provide

• Salaried, DOE
• Long-Term Incentive Plan
• Full-Time
• Full Benefits Package Available

What We Believe

Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!

At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

Requirements

• FINRA Series 6 or 7 at time of application
• State Securities License Series 63 at time of application
• State Life & Health Insurance License at time of application
• Bachelor’s Degree
• 3+ years’ experience of sales or sales support experience with annuity products.
• Possess excellent oral and written communication skills, interpersonal and customer service skills
• Possess excellent speaking skills and presentation skills to groups of varying sizes in virtual forum
• Well-established self-management skills, e.g., territory management, time management, prioritization, managing internal & external relationships
• Commitment to building, maintaining, and growing partnerships with all stakeholders
• Proficiency with Word, Excel, PowerPoint, Teams, and Salesforce as well as various internet search tools
• Must be detailed-oriented and well-organized self-starter with high energy and creativity
• Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting business and organization
• Experience working with financial institutions (banks, credit unions, national/regional broker dealers, independent broker-dealers, and IMOs)
• Proven ability to multitask and attention to detail