Remote Annuity Wholesaler: Grow Advisor Relationships

Brighthouse Financial

Houston (TX)

Remote

USD 52,000 - 70,000

Full time

33 hours ago

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Benefits offered by this job

Flexible Work Environment

Paid Time Off

401(k) with Company Match

Health, Vision, and Dental Insurance

Life Insurance

Short-term Disability

Paid Holidays

Volunteer Time

Job summary

Brighthouse Financial in Houston seeks an External Wholesaler, Annuity to enable investment professionals to help clients achieve financial security with confidence. This fully remote role covers Houston, El Paso and Louisiana, focusing on building relationships and presenting annuity solutions.

You will conduct meetings, educate advisors, and collaborate on financial plans while managing territory resources and travel up to 75%.

Qualifications

5+ years sales experience wholesaling in the industry (internal, external or combination).
Must hold a valid FINRA Series 6 or 7 and Series 63 license.
Must hold and maintain an active Life, Health and Variable Insurance License in resident state.
Bachelor’s degree or equivalent experience.

Responsibilities

Build new and maintain relationships with financial advisors in Houston, El Paso and Louisiana to increase annuity sales.
Conduct joint meetings with financial advisors and clients to educate and sell annuities.
Collaborate with financial advisors to include annuities in financial plans.
Conduct meetings, seminars and training workshops to describe Brighthouse products and value proposition.
Plan resources and manage budgeting and expenses to maximize territory sales.
Coordinate with Internal Wholesaler to foster leads from referrals, campaigns and canvassing.
Keep advisors informed of product and service changes.
Develop new relationships with advisors to grow assets.
Provide competitive intelligence to sales and product management.