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Benefits offered by this job
401K with Company match
Paid Time Off (PTO)
Health, dental, and vision insurance
Community Service Paid Time Off
Job summary
A leading financial services provider is looking for an External Wholesaler to join their team in the Pacific Northwest Region. This remote/hybrid role involves building relationships with financial professionals and managing territory sales goals. Ideal candidates will have 3+ years of experience in financial services sales and proficiency in Microsoft Office. The position offers competitive compensation and a comprehensive benefits package, including 401K and health insurance options.
Qualifications
3+ years of sales experience in the financial services industry.
State Life and Health license required.
FINRA Series 6 or 7 and appropriate state life & annuity licenses to be obtained within 90 days.
Responsibilities
Develop and grow relationships with accounts in the territory.
Execute territory sales goals and manage accounts effectively.
Communicate with client base to drive sales through virtual and in-person meetings.
Skills
Sales experience in financial services
Analytical skills
Effective verbal communication
Time management
Proficiency in Microsoft Office
Education
Bachelor's degree or equivalent work experience
Tools
CRM systems
Job description
A leading financial services provider is looking for an External Wholesaler to join their team in the Pacific Northwest Region. This remote/hybrid role involves building relationships with financial professionals and managing territory sales goals. Ideal candidates will have 3+ years of experience in financial services sales and proficiency in Microsoft Office. The position offers competitive compensation and a comprehensive benefits package, including 401K and health insurance options.