Annuities External Wholesaler, Advisor Channel

This is a fully remote position, open to applicants in New York.

📋 Description

• Expand fixed and variable annuity sales within the Advisor channel in upstate New York, focusing on Buffalo, Rochester, and Syracuse.

• Create and implement a sales strategy for the territory to enhance annuity production.

• Establish, strengthen, and maintain relationships with both new and existing financial advisors and key distribution partners.

• Deliver presentations on products, market insights, and retirement income strategies.

• Offer point-of-sale assistance to advisors who are positioning annuity solutions within comprehensive retirement planning.

• Leverage knowledge of financial markets, competitive landscape, and advisor requirements to uncover opportunities and adjust sales priorities accordingly.

• Collaborate with an assigned Internal Wholesaler to implement territory strategies and enhance advisor engagement.

• Manage a high-travel regional schedule while ensuring follow-through, effective communication, and disciplined sales practices.

• Report directly to a Divisional Sales Manager.

⛳️ Requirements

• Extensive experience in financial services sales.

• Background in selling annuities, retirement income, or wealth management solutions via advisor distribution channels.

• Experience collaborating with financial advisors, registered representatives, or wealth management professionals.

• Strong understanding of fixed and variable annuity products, retirement income strategies, and advisor-focused distribution channels.

• Demonstrated ability to create territory business plans, execute sales strategies, and achieve production outcomes.

• FINRA Series 6 or 7 and Series 63 registrations are required.

• Necessary resident and/or non-resident state insurance licenses as specified by the territory.

• Exceptional communication, presentation, and relationship management skills.

• Willingness and ability to travel extensively within the territory, approximately 80% of the time.

• Bachelor's degree or equivalent professional experience is required.

• Must currently reside within the assigned territory.

🏝️ Benefits

• Competitive base salaries with annual bonus potential at all levels.

• Comprehensive medical, dental, vision, life insurance, and disability insurance coverage.

• Paid Time Off (PTO).

• Leaves of absence, including parental and military leave.

• 401(k) plan with company match (up to 4%).

• Company-funded pension plan.

• Wellness Programs offering up to $1,600 annually for reimbursement of purchases that support personal wellness needs.

• Work/Life Resources that assist with parenting, housing, senior care, finances, pets, legal matters, education, mental health, and career development.

• Educational benefits for approved degrees and numerous accredited certificate programs.

• Employee Stock Purchase Plan allowing shares to be purchased at 85% of the lower of two prices.

• Eligibility for discretionary annual incentive programs.

• Opportunities for learning, flexible job options, leadership development, and career advancement resources.

• Flexible work arrangements, including fully virtual positions.