Strategic Account Director / External Wholesaler – (IMO Channel)
Channel: IMO
Product: Annuity
Remote: Yes, with 20% travel
Pay: 200k-250k OTE
New annuity carrier is looking to establish its IMO (Annuity) distribution channel and is currently seeking candidates for its Strategic Account Manager / External Wholesaler opening. This is a hybrid role and will focus on maintaining and building a presence in the Independent Marketing Organization (IMO) Channel specifically for Annuity products. The ideal candidate will have strong experience working with IMO’s to distribute Annuity products and have a deep understanding of the overall process and workflow. Qualified candidates will also need to have active 6 & 63 or 7 & 66 FINRA licenses or obtain in the future. Established connections to non-top tier IMO’s are expected.
Responsibilities include:
– Developing and implementing the sales plan
– Identify and engage with targets and prospects, build the relationships through effective communication, product knowledge, etc.
– Work closely with internal partners in Product, Marketing, Operations and Compliance
– Seve as a Subject Matter Expert on Annuity products, competitor products, trends, pricing and servicing
– Help to coach and train, take part in sales training programs focused on Annuity Sales
– Managing the overall relationship process with the IMO partners
– Work strategically with the Internal Senior Leaders on special projects designed to expand the IMO channel.
Requirements include:
– 5+ years experience as an Annuity Wholesaler or Strategic Account Director
– Deep Annuity product knowledge
– Proven experience working with the IMO Channel
– Strong Sales drive with the ability to meet Sales KPI’s and production requirements
– Highly developed written and verbal communication skills
– Ability to travel 20% minimum
– 6 & 63 or 7 & 66 FINRA Licenses strongly preferred but not required
– Current relationships with industry IMOs such as The Brokerage Inc., PSM Brokerage, EMG Insurance Brokerage, 3 Mark Financial, Life Brokerage, Inc., Copeland Insurance Group, Levinson & Associates, EverVest Marketing Solutions, Impact Partnership, Alliance Group, Ogletree Financial Services, One Life, Innovative Financial Group, NFG Brokerage, etc. are very important.
This is a full-time, permanent, remote position. Our client offers best in class corporate medical and retirement benefits, PTO, work life balance and opportunity to advance. Excellent total pay including base salary and variable commission.