Title: Internal Wholesaler
Product: Annuity (FIA focus)
Distribution: IMO
Remote Yes
Full time: Yes
Summary: The internal Wholesaler will support external wholesalers and financial advisors by providing product expertise, driving sales through proactive outreach (calls/virtual meetings), creating marketing campaigns, designing cases, training advisors, managing territories, and using CRM (like Salesforce) to track activities. This role will focus on Annuity products (FIA and MYGA) with IMO distribution partners.
Key Responsibilities:
- Sales Support: Act as an internal subject matter expert on annuity products, features, and competitive landscape; handle product questions, rate inquiries, and large case support via phone/virtual meetings.
- Relationship Management: Build strong relationships with financial advisors, agents, and internal partners (underwriting, marketing).
- Territory Management: Collaborate on territory plans, identify opportunities, and follow up on leads generated by external partners or marketing.
- Marketing & Campaigns: Coordinate and execute marketing initiatives, call campaigns, and sales activities with the external team.
- Case Design: Assist with advanced case design, illustrations, and proposals to fit client needs.
- Activity Tracking: Document all field interactions and sales activity in the firm's CRM ( Salesforce, etc.)
- Proactive Outreach: Initiate daily sales calls to strengthen relationships, provide support, and drive the sales process forward.
Qualifications:
- Bachelor's degree in Finance, Business, or related field.
- Active FINRA Series 6, 63, and Life & Health Insurance licenses (or willingness to obtain).
- Strong knowledge of annuity products and retirement planning concepts.
- Excellent communication, presentation, and interpersonal skills.
- Goal-oriented, highly organized, and adept at working in a fast-paced environment.
This is a full-time, permanent position and can be remote. 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.
If you meet the requirements and would like to be considered for this opportunity, then please email your resume to Jason Keck at jkeck@questpro.com
