Remote FI Wholesaler - Annuities & Advisor Sales

Reliance Matrix; Oregon; Hybrid; USD 64,000 - 86,000; Full time

Benefits offered by this job

Annual performance bonus

401(k) matching

Medical plans

Job summary

Reliance Matrix is seeking an External Wholesaler - FI to develop and expand sales relationships with licensed financial advisors within the Financial Institutions channel. The role focuses on identifying top-producing advisors, delivering compelling presentations, and collaborating with internal teams to meet revenue goals.

The position requires a 4-year business degree, five years of wholesaling experience in FI/BD channels, life insurance knowledge, and strong sales and communication skills.

Qualifications

• 4-year degree in business or related field.
• Strong sales and relationship management experience.
• Analytical skills and excellent communication and presentation skills.

Responsibilities

• Prospect, develop, maintain, and enhance sales relationships with licensed financial advisors in the Financial Institutions channel.
• Lead and deliver sales presentations to advisors and clients, in small and large audience settings.
• Collaborate with relationship managers to meet revenue objectives and drive territory sales.

Skills

sales skills

relationship management

financial product knowledge

presentation skills

time management

Education

Bachelors degree in business or related field

Job description

Reliance Matrix is seeking an External Wholesaler - FI to develop and expand sales relationships with licensed financial advisors within the Financial Institutions channel. The role focuses on identifying top-producing advisors, delivering compelling presentations, and collaborating with internal teams to meet revenue goals.

The position requires a 4-year business degree, five years of wholesaling experience in FI/BD channels, life insurance knowledge, and strong sales and communication skills.