Internal Wholesaler - Financial Institutions
Hybrid · West Des Moines, Iowa, United States
Job Summary
The Internal Wholesaler is responsible for driving sales in the financial institution channel, partnering with the Regional Vice President to identify and develop relationships with financial professionals. This role involves proactive outreach through webinars and phone calls, conducting sales presentations, and leveraging technology like Salesforce for tracking opportunities. Candidates should have a Bachelor’s degree or related experience, a minimum of 4 years in annuity and/or life insurance sales, and the ability to obtain necessary licenses and registrations. Strong analytical, organizational, and interpersonal skills are essential to succeed in this position.
Required Qualifications
- Bachelor’s degree or equivalent education or life and annuity industry experience
- Minimum of 4 years of annuity and/or life insurance sales experience
- Experience using Salesforce
- Life, Accident & Health Insurance license or ability to obtain within 120 days of start date
- Willingness to obtain FINRA Registrations, including Series 6, 7, and/or 63 if required
Desired Qualifications
- Strong mathematical and analytical skills
- Organizational and problem-solving skills
- Excellent interpersonal skills
- Ability to prioritize workflows and manage multiple tasks
Additional Requirements
- Must be able to obtain Life, Accident & Health Insurance license
- Must be willing to obtain FINRA registrations
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