Pennsylvania Licensed Annuity Wholesaler

Job Summary

A company is looking for an External Wholesaler, Annuity.

Key Responsibilities

• Build and maintain relationships with independent planners to increase annuity sales revenue
• Conduct joint meetings and training sessions with financial advisors to educate them on annuities
• Strategically manage resources and collaborate with the Internal Wholesaler to identify leads and maximize sales

Required Qualifications

• 5+ years of sales experience in wholesaling (internal, external, or combination)
• Valid FINRA Series 6 or 7 and Series 63 licenses
• Active Life, Health, and Variable Insurance License in the resident state
• Bachelor's degree in a related field or equivalent experience
• Proven ability to grow a territory and build strong relationships