The Role
Drive annuity sales across assigned territory and channels by building advisor relationships, implementing sales and marketing strategies, hosting seminars, conducting proactive outreach (phone, virtual, in-person), and occasionally traveling to drive business. Collaborate with team while working hybrid from Denver or Nashville offices.
Summary Generated by Built In
Job Summary & Responsibilities
The Hybrid Wholesaler will have the opportunity to drive sales success within your assigned geographical area. You'll work to achieve sales targets by building relationships and providing valuable solutions to clients.
You'll spend three days a week in our Denver or Nashville office, allowing you to connect with your team and contribute to our success. If not located in Denver or Nashville, you must be willing to relocate.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as a Hybrid Wholesaler:
- Producing annuity sales in assigned geographic area and covering all channels and products
- Developing and implementing sales strategies across assigned advisor segments
- Communicating sales strategies, case design, product designs and business building strategies
- Maintaining proactive and reactive sales activity in the assigned territory including phone calls, virtual meetings and in person meetings
- Hosting in-person and virtual seminars to drive sales
- Traveling to the assigned territory to drive sales on occasion
What's in it for you
- Competitive pay: Fair compensation for your hard work.
- Healthcare coverage: Comprehensive medical, dental, and vision from day one.
- Life insurance: Company-paid coverage for you and your loved ones.
- 401(k) plan: Matching contributions to help secure your financial future.
- Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
- Work-life balance: Flexible time-off policy to recharge and pursue passions.
- Dress for your day: Express your style comfortably at work.
- Inclusion and culture: A respectful environment that values unique contributions.
- Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
- Well-being focus: Programs to support a healthy balance between work and home life.
- Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
What sets you up for success
- A bachelor's degree in business, marketing, or a related field (or equivalent work experience)
- Series 6 or 7 license or Series 63 required
- Strong knowledge of sales strategies, marketing techniques, and customer relationship management
- Familiarity with online marketing tools and analytics
- Excellent communication and presentation skills
- Analytical mindset with the ability to interpret sales data and make data-driven decisions
- Strong organizational skills and the ability to multitask and meet deadlines
- Proficiency in using Microsoft Office Suite and other relevant software
- Proficiency in using Salesforce
Skills Required
- Work on-site in Denver or Nashville three days per week; willing to relocate if not located there.
- Series 6 or 7 license or Series 63
- Bachelor's degree in business, marketing, or related field (or equivalent work experience)
- Strong knowledge of sales strategies, marketing techniques, and customer relationship management
- Familiarity with online marketing tools and analytics
- Excellent communication and presentation skills
- Analytical mindset; ability to interpret sales data and make data-driven decisions
- Strong organizational skills; ability to multitask and meet deadlines
- Proficiency with Microsoft Office Suite and other relevant software
- Proficiency using Salesforce
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The Company
