Internal Wholesaler

Corebridge Financial, Inc.

Houston (TX)

On-site

USD 50,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Health and Wellness insurance
401(k) matching contributions
Paid Time Off (PTO) days

Job summary

A financial services firm based in Houston, Texas, is seeking an Internal Wholesaler. This role focuses on growing new business and developing distribution relationships. The ideal candidate will have a Bachelor's degree, 1+ years of experience in sales, and a strong understanding of Life Insurance and Annuity products. Responsibilities include conducting sales calls, collaborating with management on regional plans, and providing training to distribution staff. Competitive benefits include a comprehensive health program and generous retirement matching contributions.

Qualifications

  • Expanded knowledge of Life Insurance and Annuity products.
  • Excellent written and verbal communication skills.
  • Proficient in public speaking and presentations.

Responsibilities

  • Assist in the development of regional business plans.
  • Conduct daily outbound sales calls to partners.
  • Deliver product and sales training.

Skills

Knowledge of Life Insurance and Annuity products
Strong communication skills
Relationship building
Public speaking
Service orientation

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.**Who we are**Corebridge Financial helps people make some of the most important decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our customer-focused service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.**Get to know the business**Corebridge Financial is a unique franchise that brings together a broad portfolio of life insurance, retirement and institutional products offered through an extensive, multichannel distribution network. It holds longstanding, leading market positions in many of the markets it serves in the U.S.**What you need to know**In partnership with their assigned Regional Vice Presidents, the Internal Wholesaler focuses on growing new business in support of regional sales goals. This role assists in developing and managing distribution relationships by facilitating regional business production, creative selling and problem resolution. The Internal Wholesaler acts on behalf of the Regional Vice President in their absence, providing internal support, training of distribution staff and as a general knowledge source.**Performance Objectives:*** Assists in the development and management of regional business plans, aligning with the RVP to develop and grow new business within assigned territory.* Analyzes territory production to determine sales growth opportunities, providing continuous feedback to the RVPs about partner changes, issues or items of interest.* Routine communication updates with Regional Vice President to share/collaborate on joint regional sales activities, reviews sales reports, generates marketing concepts & ideas, coordinates sales success stories and shares relevant Company information* Distributes marketing ideas and presentations based on distribution profiles and marketing strategies. Assists with development and execution of special marketing campaigns and special project assignments.* Proactive daily outbound sales calls to partners educating them about Corebridge Financial products, discuss agency niche opportunities, challenges, recommend case design solutions, marketing ideas and advanced sales concepts to drive increased production.* Participates in and delivers new and existing product and sales training to enhance performance and career development.**Requirements:*** Expanded knowledge of Life Insurance and Annuity products and familiarity with Advanced Sales concepts* Strong communication (verbal & written) and relationship building skills* Discretion, judgment and listening skills* Requires a demonstrated record of self-direction, initiative, leadership, problem-solving and adaptability* Strong public speaking with the ability to plan, organize, develop and deliver effective presentations to a targeted audience* Strong knowledge of MS Office, illustrations, internet, electronic marketing* Strong service orientation* Proven telemarketing/telephone skills* Bachelors degree* 1+ years experience* Life & Health License – required* FINRA SIE, Series 6 & 63 Licenses requiredThis role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. **Benefit Offerings Include:*** Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.* Employee Assistance Program: Confidential counseling services and resources are available to all employees.* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.**We are an Equal Opportunity Employer** Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening
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