🛠 Tech Stack

💼 About This Role

You'll grow annuity market share in the Mid-Atlantic or FL territory for a top workplace insurance company. You'll deliver business plans, build relationships with financial professionals, and partner with internal teams to drive sales.

🎯 What You'll Do

• Deliver a winning business and marketing plan for multi-state territory
• Develop deep relationships with financial professionals
• Partner with Bank Program Managers and OSJs to grow businesses
• Demonstrate annuity solutions via phone, video, and face-to-face

📋 Requirements

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

✨ Nice to Have

• Experience with retirement income planning
• Proficiency with Microsoft 365 and Salesforce
• Creativity in packaging information

🎁 Benefits & Perks

• 🏖️ Flexible work arrangements (in-office, hybrid, remote)
• 🏥 Employee-centric culture
• 🚀 Growth opportunities at a national top workplace

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

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

[email protected]

🚩 Heads Up

• Travel requirement up to 80% of time
• No formal people leadership despite RVP title