Conduct all business transactions with the highest ethical and moral compass, believe in holding the clients' interest above all else, and in accordance with values of service excellence.Compare costs and benefits of annuity products to multiple asset classes within the securities realm.Design client solutions for agents based on case data including income rider screens, carrier illustrations and various rate watch services.Conduct pre-suitability reviews and applications for accuracy, correctness and suitability issues.Monitor case management, licensing/commission, servicing, and intervene when problems arise.Monitor carrier ratings, financial performance and major event headlines.Serve as the liaison with carrier Annuity Regional Vice Presidents.Closely monitor developments regarding the Department of Labor Fiduciary Rule, explore Financial Institution offerings, develop plans to comply with The Rule and communicate requirements of The Rule to agents.Passionate about Annuity Wholesaling excellence with a proven track record of sales success.Manage a book of active producers/prospects and demonstrate the ability to grow profitability with those contacts.Sales VPs uphold our wholesaling best practices including executing agent call campaigns provided by ASA, Pipeline development and updating CRM system with progress.Maintain regular contact with top producers and delivering high-value convincing sales presentations.Master the tools, concepts, and key sales strategies that separate you from other competitors.Master the ability to tell the group story that incorporate our history of exceeding service expectations.Learn to identify opportunities to grow sales and avoid producers that consume resources and do not deliver meaningful results.Be capable of performing at the highest level of wholesaler expertise and production levels.
4-7 years
Three (3) years of experience wholesaling or selling annuities.FINRA, Series 6/7 and 63 Registration.Industry designations, including FLMI, CLTC, CLU, CHFC, and CFPExperience with multi-carrier product and planning knowledge with annuities.
Bachelor's degree from a four-year college or university with a concentration in finance, insurance, business or an equivalency of education and experience.Two or more years of sales experience in the annuity environment.Licensed for Annuities and Life Insurance.Deep knowledge of annuity products and general knowledge of financial services industry.Proven ability to properly position and sell financial products.Ability to effectively communicate with agents, end clients (when requested), office staff, carrier executives and be effective in a team environment.Ability to work efficiently, set priorities, and manage multiple tasks and deadlines in fast-paced environment while maintaining attention to detail.Excellent communication, writing, grammar and editing skills.Must be well organized, energetic, and a follow-through professional.Possess excellent computer skills and experience with the Microsoft suite of products and the Internet.Ability to work with sensitive information and must maintain strict confidentiality.
Bachelors
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