The External Wholesaler - FI is responsible for prospecting, developing, maintaining, and enhancing sales relationships with licensed financial advisors and sales management in the financial institution distribution channel to increase sales of Reliance Standard's annuity products.
Sales Funnel:
- Develop and execute appropriate business plan to maximize territory sales and meet revenue objectives by identifying and developing top producing financial advisors
- Represent the company in a highly professional manner
- Support the strategic activities of the National Accounts Manager
- Work closely with assigned relationship manager to deliver sales goals by identifying and fostering leads
- Build and cultivate relationships within the Financial Institutions channel to build awareness of product benefit and features and ensure our products and services meet their needs
- Prepare and deliver clear, convincing and professional sales presentations to small and large audiences
Relationships:
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties
Sales Support:
- Conduct product and sales meetings through individual and group training sessions, seminars, workshops, webinars and branch meetings to deliver advisor and client solutions
- Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity
- Partner with internal colleagues, to strategically align resources that deliver optimal territory sales results
Required Knowledge, Skills, Abilities and/or Related Experience
- 4-year degree in business or related field plus at least five years of related experience
- Life Insurance License required; industry designations preferred
- 4+ years’ wholesaling experience - Financial Institutions and Broker Dealer channel experience a plus
- 4+ years’ experience with annuities, insurance or other financial products
- Fundamental concepts, principles and practices of the life insurance industry and asset management products.
- Strong sales and relationship management experience required
- Understanding of how annuity products fit within the overall retirement planning landscape preferred
- Analytical skills and excellent communication and presentation skills are a must
- Demonstrated ability to productively schedule time and organize around priorities
- Self-motivated and directed
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
Our Values:
- Sustainable Performance
- Continuous Improvement
- Customer Experience
- Collaboration
- Empowerment
- Sense of Community
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.
#LI-Remote .
Skills Required
- Four-year degree in business or a related field
- At least five years of related experience
- Life Insurance License
- At least four years of wholesaling experience
- At least four years of experience with annuities, insurance, or other financial products
- Knowledge of life insurance industry concepts, principles, and practices
- Strong sales and relationship management experience
- Analytical, communication, and presentation skills
- Ability to schedule time effectively and organize priorities
- Self-motivated and directed
- Industry designations
- Financial institutions and broker-dealer channel experience
- Understanding of annuity products within retirement planning
Reliance Matrix Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Reliance Matrix and has not been reviewed or approved by Reliance Matrix.
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Leave & Time Off Breadth — PTO and holidays are presented as generous, with examples including new‑hire accruals, a paid volunteer day, and enhanced holiday pay for certain schedules. Some accounts highlight excellent PTO accrual and strong time‑off practices in parts of the organization.
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Retirement Support — A 401(k) with an immediately vested company match is included as a standard offering. This indicates accessible retirement support from the start of employment.
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Parental & Family Support — Paid parental leave and adoption assistance are part of the package alongside broader wellbeing resources. These elements signal family‑oriented support beyond core medical benefits.
Reliance Matrix Insights
What We Do
Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions. Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work. We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care. We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance. We offer a seamless member experience customized to each individual’s need and event. We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience. We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world. In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
