External Wholesaler, Annuity Distribution
$65,000–$100,000 year
On-siteSeattle, Washington, United States or San Jose, California, United States
Job Summary
Proactively develop and maintain annuity sales relationships with financial professionals across Northern CA, Washington, Oregon, Idaho, and Montana through in-person and virtual meetings, completing a minimum of 20 weekly client engagements. Execute territory sales goals by collaborating with internal wholesalers to drive financial professional penetration rates and optimize time management for high-value tasks. Develop and refine a strategic territory business plan to maximize top-line revenue while documenting all activities in Salesforce. Serve as a subject matter expert on MMSD Annuity products, positioning, and competitive landscapes to guide financial professionals effectively. Manage up to 90% travel within the assigned territory, including driving and expense budget oversight, while adhering to ethical standards and company policies. Partner with internal sales, key account management, and relationship teams to resolve escalations and achieve sales targets.
Required Qualifications
- 3+ years of experience in annuity or investment solutions sales
- 2+ years of experience with Word, Excel, PowerPoint, and Salesforce
- State Life and Health License
- FINRA Series Licenses 6 or 7
- State Securities License Series 63
- High School Diploma
- Ability to travel upwards of 90% within territory typically using personal vehicle
- Reside in territory - Northern CA, Washington, Oregon, Idaho, Montana
Desired Qualifications
- Bachelor's degree
- Experience in all channels of annuity distribution, especially variable annuity distribution
- 5+ years of experience in annuity wholesale distribution
- 2+ years of experience in an external wholesaling position
- Possess excellent oral and written communication skills, interpersonal and customer service skills
- Possess excellent public speaking skills and presentation skills to groups of varying sizes in person and virtually
- Strong relationship building skills & sense of time management
- Must be detailed-oriented and well-organized self-starter with high energy and creativity
- Proven ability to multitask and attention to detail
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