Midwest Annuity Wholesaler — Travel‑Driven Sales

Midwood Financial Services, Inc.; United (WV); Remote; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Job summary

Midwood Financial Services, an independent distributor of financial products, seeks an experienced Wholesaler for the Midwest region. Build banks and broker-dealer relationships, drive sales of Fixed, Indexed, and Registered Index-Linked Annuities, and lead regional growth through presentations and trainings.

The role requires 3+ years wholesaling experience, excellent communication and relationship-building skills, and licenses (Series 7, Life).

Qualifications

• Minimum 3 years of internal or external wholesaling experience in financial products.
• Strong communication, presentation, and relationship-building skills.
• Proven track record of territory management and achieving sales growth.
• Series 7 and Life License required.
• Candidate MUST live in the Midwest region.

Responsibilities

• Develop and maintain strong relationships within the bank and regional broker-dealer channel.
• Drive sales growth and expand market penetration for Midwood’s financial products.
• Deliver expert product knowledge through engaging presentations and training sessions.
• Strategically manage and grow the assigned sales territory.
• Expect to travel 65% or more within regional territory.

Skills

Relationship-building

Presentation skills

Communication

Territory management

Sales growth

Education

Series 7 license

Life Insurance License

Job description

Midwood Financial Services, an independent distributor of financial products, seeks an experienced Wholesaler for the Midwest region. Build banks and broker-dealer relationships, drive sales of Fixed, Indexed, and Registered Index-Linked Annuities, and lead regional growth through presentations and trainings.

The role requires 3+ years wholesaling experience, excellent communication and relationship-building skills, and licenses (Series 7, Life).