Massachusetts Licensed Field Wholesaler

Job Summary

A company is looking for a Field Wholesaler to join their Consumer Markets Division in Massachusetts.

Key Responsibilities

• Engage with Financial Professionals across major distribution channels including Independent Planners, Banks, and Wirehouse firms
• Represent the company's core lines of business: Variable Annuities/RILA, Fixed Annuities, and Mutual Funds
• Collaborate with team members and utilize business tools and resources effectively

Required Qualifications, Training, and Education

• Bachelor's Degree
• 5 or more years of direct sales/marketing experience in wholesaling variable and/or fixed annuities or mutual funds
• Working knowledge of Salesforce and other business software such as Outlook
• Series 6 or 7, 63, and Variable Contracts licenses required
• Strong presentation skills and a proven track record of success