Internal Annuity Wholesaler jobs in United States
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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

FINRA Series 6/63Life/Health Insurance licensesAnnuity sales experienceSalesforce CRMProactive mindsetCommunication skillsOrganizational skills

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

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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 Stage

Leadership Team

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Brian Urbanski
EVP Corporate Services & CFO
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Jeff Kircher
Senior Vice President and Chief Financial Officer
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Company data provided by crunchbase