External Wholesaler – Life Insurance

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Collaborating with advisors to provide customized life insurance solutions that align with client objectives, enhanced by clear and compelling product insights along with real-world examples.

• Presenting with confidence and effectiveness in both individual and group settings, whether virtually or in person.

• Cultivating and maintaining robust sales relationships within your designated territory through proactive outreach, continuous profiling, and strategic account management.

• Implementing targeted activity plans that generate new opportunities and increase sales.

• Offering regular, thoughtful updates to sales leadership regarding territory activities and outcomes.

• Tracking territory performance to ensure it aligns with broader business goals.

• Effectively managing travel and expenses while optimizing your time in the field.

⛳️ Requirements

• High school diploma.

• Over 5 years of experience in life insurance wholesale distribution.

• FINRA Series 6 at the time of application.

• FINRA Series 63 at the time of application or must be obtained within 6 months.

• State Life and Health license at the time of application.

• Willingness to travel 25-50%.

• Must reside in TX, NM, AZ, CO, OK, or KS.

• Bachelor's Degree (preferred).

• Industry Designations such as CLU, ChFC, and/or CFP (preferred).

• At least 2 years of experience in an external wholesaling position (preferred).

• Proven success with career brokers and in meeting territory sales targets (preferred).

• Demonstrated sales and presentation abilities, including strong negotiation skills (preferred).

• Success in establishing and nurturing strong relationships with centers of influence (preferred).

🏝️ Benefits

• Regular meetings with the MMFA National Sales Life Team and the wider MMFA Advice and Client Solutions organization.

• Focused one-on-one meetings with your manager.

• Networking opportunities, including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran, and disability-focused Business Resource Groups.

• Access to learning resources on Degreed and other informative platforms.