External Wholesaler, Annuity (Georgia and Alabama- Banks (Remote in Territo at Brighthouse Financial
Charlotte, NC 28277, USA -
Full Time


Start Date

Immediate

Expiry Date

17 Nov, 25

Salary

61200.0

Posted On

18 Aug, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Marketing/Advertising/Sales

Description

WE’RE LOOKING FOR PEOPLE WHO HAVE:

  • 5+ years sales experience wholesaling in the industry (internal, external or combination).
  • Prior Point of Sale experience.
  • Proven ability to build strong relationships.
  • Proven ability to grow a territory as measured by sales and persistency of business.
  • Must hold a valid FINRA Series 6 or 7 and Series 63 license.
  • Must hold and maintain an active Life, Health and Variable Insurance License in their resident state.
  • In order to post for this position, you need the proper work authorization to work in the country. where the position is located and not require relocation assistance.
  • Ability to work independently and to communicate clearly and concisely.
  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale.
  • Excellent presentation skills, both in creation and delivery, to current and prospective clients.
  • Expected to maintain a thorough knowledge of existing, new and enhanced products.
  • Bachelor’s degree in related field or equivalent experience.
    Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

How To Apply:

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Responsibilities
  • Responsible for building new and maintaining existing relationships with banks in Georgia and Alabama to increase revenue from annuity sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job.
  • Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients.
  • Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuities.
  • Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financial’s products, describe our value proposition and present our products in the context of sales ideas.
  • Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
  • Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing.
  • Responsible for keeping financial advisors informed of rapidly changing products and service agreements.
  • Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents.
  • Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face).
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