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Questpro · 1 day ago

External Wholesaler/Strategic Accounts Director (IMO/Annuity)

United States

Full-time

Hybrid

Mid, Senior Level

$200K/yr - $250K/yr

5+ years exp

Questpro is seeking a Strategic Account Director / External Wholesaler to establish its IMO distribution channel for Annuity products. The role involves maintaining and building relationships within the Independent Marketing Organization channel, focusing on sales strategy and product expertise.

FinanceFinancial ServicesInsuranceManagement ConsultingRecruitingRisk ManagementStaffing Agency

Responsibilities

Developing and implementing the sales plan

Identify and engage with targets and prospects, build the relationships through effective communication, product knowledge, etc

Work closely with internal partners in Product, Marketing, Operations and Compliance

Serve as a Subject Matter Expert on Annuity products, competitor products, trends, pricing and servicing

Help to coach and train, take part in sales training programs focused on Annuity Sales

Managing the overall relationship process with the IMO partners

Work strategically with the Internal Senior Leaders on special projects designed to expand the IMO channel

Qualification

Annuity product knowledgeIMO Channel experienceSales drive6 & 637 & 66 FINRA LicensesCommunication skills

Required

5+ years experience as an Annuity Wholesaler or Strategic Account Director

Deep Annuity product knowledge

Proven experience working with the IMO Channel

Strong Sales drive with the ability to meet Sales KPI's and production requirements

Highly developed written and verbal communication skills

Ability to travel 20% minimum

Preferred

6 & 63 or 7 & 66 FINRA Licenses strongly preferred but not required

Current relationships with industry IMOs such as The Brokerage Inc., PSM Brokerage, EMG Insurance Brokerage, 3 Mark Financial, Life Brokerage, Inc., Copeland Insurance Group, Levinson & Associates, EverVest Marketing Solutions, Impact Partnership, Alliance Group, Ogletree Financial Services, One Life, Innovative Financial Group, NFG Brokerage, etc. are very important