Allied Solutions LLC ยท 5 months ago
Internal Annuity Wholesaler
Securian Financial is currently hiring an Internal Annuity Wholesaler to join their fast-paced sales team focused on their annuity product line. In this role, you will provide critical support to the external sales team and play a key role in driving sales growth through strategic relationship-building and proactive outreach.
Financial ServicesInformation Technology
Responsibilities
Partner with an External Wholesaler to develop and execute a strategic territory sales plan
Proactively identify and pursue sales opportunities through outbound and follow-up calls
Cultivate new annuity sales opportunities and deepen relationships with financial advisors on the focus list
Coordinate and execute marketing initiatives, call campaigns, and other sales activities to support territory growth
Leverage sales and marketing tools to increase annuity market share
Track and report activity metrics using Salesforce CRM
Provide responsive sales support and serve as a subject matter expert on annuity solutions
Qualification
Required
Self-starter with a proactive mindset and willingness to take on new challenges
Strong interpersonal, verbal, and written communication skills
Ability to work independently with moderate guidance
High attention to detail and strong organizational skills
Comfortable in a fast-paced, sales-driven, and deadline-oriented environment
FINRA Series 6/63 and state Life/Health Insurance licenses or the ability to obtain licenses within 6 months of hire date
Preferred
Experience in annuity or life insurance wholesaling within the financial services industry
Previous inside or outside sales experience
Prior wholesaling or related experience in financial services
Benefits
Paid time off
Leave programs
Holidays
Company-funded pension plan and a 401(k) retirement plan
Health insurance
Volunteer time
Associate Resource Groups
Company
Allied Solutions LLC
Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.
Funding
Current Stage
Late StageLeadership Team
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