Strategic Account Director / External Wholesaler – (IMO Channel)
Channel: IMO and Broker Dealers
Product: Annuity
Remote: Yes, with 50% min travel
Pay: 250k-350k OTE
Top rated Insurance and Retirement carrier is looking to grow 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. Established connections to top tier IMO’s and B/D’s is expected.
Responsibilities include:
– Developing and implementing the sales plan along with the Internal Sales partner
– 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 Sr 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 and Broker Dealer 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 50% minimum
– Active 6 & 63 or 7 & 66 FINRA Licenses
– Relationships with IMOs such as LIBRA, Simplicity, FIG, Creative One, Advisors Excel, AmeriLife, Integrity, etc. are highly desirable.
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 [email protected]
