🛠 Tech Stack

💼 About This Role

You'll lead territory growth for fixed, indexed, and registered index-linked annuity products in Florida, building relationships with financial professionals and distributors. Your core impact is driving sales excellence through strategic business plans and deep partnerships. This role offers direct impact in a fast-growing bank and IBD channel.

🎯 What You'll Do

• Deliver business and marketing plans to build multi-state territory
• Develop deep relationships with financial professionals
• Partner with Bank Program Managers and OSJs to grow business
• Demonstrate annuity solutions via phone, video, and in-person

📋 Requirements

• 10+ years of wholesaling experience in bank and IBD channels
• Bachelor's degree or equivalent combination
• Life and Health licenses
• FINRA Series 6 or 7 and Series 63/65/66

✨ Nice to Have

• Experience with Microsoft 365 and Salesforce
• Proven territory growth history
• Presentation skills to all audience sizes

🎁 Benefits & Perks

• 🏖️ Flexible work arrangements (remote, hybrid, in-office)
• 💰 Employee-centric culture with top workplace recognition
• 📈 Growth opportunities in a fast-growing channel

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min

[email protected]