Remote FI Wholesaler - Annuities & Advisor Growth

Reliance Standard Life Insurance Company; Illinois; Vor Ort; USD 64.000 - 86.000; Vollzeit

Benefits dieser Stelle

Annual performance bonus

401(k) match

Medical plans with prescription drug)

HSA contributions

Dental and vision coverage

Life & Disability Insurance

Paid parental leave & adoption support

Hybrid work arrangements

Tuition reimbursement

Zusammenfassung

Reliance Matrix is seeking an External Wholesaler - FI in Illinois to expand annuity sales through licensed financial advisors in the financial institutions channel. You will develop business plans, present compelling sales options, and collaborate with internal teams to meet revenue goals.

You will lead product education sessions, maintain activity records, and cultivate cross-functional relationships to optimize territory performance.

Qualifikationen

• 4-year degree in business or related field plus at least five years of related experience.
• Life Insurance License required; industry designations preferred.
• 4+ years’ wholesaling experience - Financial Institutions and Broker Dealer channel experience a plus.
• 4+ years’ experience with annuities, insurance or other financial products.
• Fundamental concepts, principles and practices of the life insurance industry and asset management products.
• Strong sales and relationship management experience required.
• Understanding of how annuity products fit within retirement planning landscape preferred.
• Analytical skills and excellent communication and presentation skills are a must.
• Demonstrated ability to productively schedule time and organize around priorities.
• Self-motivated and directed.

Aufgaben

• Prospect, develop, maintain and enhance sales relationships with licensed financial advisors and sales management in financial institutions to increase annuity sales.
• Develop and execute business plan to maximize territory sales and meet revenue objectives by identifying top producing financial advisors.
• Represent the company professionally; support the National Accounts Manager; work with relationship manager to deliver sales goals.
• Build and cultivate relationships within the Financial Institutions channel to raise product awareness and fit client needs.
• Conduct product and sales meetings, seminars, webinars and branch meetings to deliver advisor and client solutions; maintain activity logs.

Kenntnisse

Life Insurance License

Wholesaling experience

Sales & relationship management

Annuities / Insurance products

Prospecting & presentations

Communication skills

Ausbildung

Bachelors degree in business or related field

Tools

CRM software

Jobbeschreibung

Reliance Matrix is seeking an External Wholesaler - FI in Illinois to expand annuity sales through licensed financial advisors in the financial institutions channel. You will develop business plans, present compelling sales options, and collaborate with internal teams to meet revenue goals.

You will lead product education sessions, maintain activity records, and cultivate cross-functional relationships to optimize territory performance.