External Wholesaler, Annuity (Pacific Northwest (Banks and Planners) - Remote in Territory)

Brighthouse Financial • Seattle, WA

11d • Remote

About The Position

As an External Wholesaler, you’ll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share. In this role, you’ll get to build and maintain relationships with financial advisors in the banks and planner channel in the Pacific Northwest to increase revenue from annuity sales. You will conduct joint meetings with financial advisors and clients to educate and sell annuities, and actively consult and advise financial advisors to provide them with value-added strategies to increase their business with clients. You will also collaborate with financial advisors to include annuities in financial plans for clients, educate them on financial products and the process of selling annuities, and conduct meetings, seminars, and training workshops to increase knowledge of Brighthouse Financial’s products. You will strategically plan and manage the deployment of resources to maximize territorial sales, budget, and expenses. Additionally, you will work in conjunction with the assigned Internal Wholesaler to identify and foster leads, keep financial advisors informed of product changes, develop new relationships to capture sales and grow assets, and provide competitive intelligence to sales and product management.

Requirements

• 5+ years sales experience wholesaling in the industry (internal, external or combination).
• Prior Point of Sale experience.
• Proven ability to build strong relationships.
• Proven ability to grow a territory as measured by sales and persistency of business.
• Must hold a valid FINRA Series 6 or 7 and Series 63 license.
• Must hold and maintain an active Life, Health and Variable Insurance License in their resident state.
• In order to post for this position, you need the proper work authorization to work in the country. where the position is located and not require relocation assistance.
• Ability to work independently and to communicate clearly and concisely.
• Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale.
• Excellent presentation skills, both in creation and delivery, to current and prospective clients.
• Expected to maintain a thorough knowledge of existing, new and enhanced products.
• Bachelor’s degree in related field or equivalent experience.

Responsibilities

• Responsible for building new and maintaining existing relationships with financial advisors in the banks and planner channel in the Pacific Northwest to increase revenue from annuity sales.
• Conduct joint meetings with financial advisors and clients to educate and sell annuities.
• Actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients.
• Collaborate with financial advisors to include annuities in financial plan for clients.
• Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financial’s products, describe our value proposition and present our products in the context of sales ideas.
• Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
• Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing.
• Responsible for keeping financial advisors informed of rapidly changing products and service agreements.
• Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents.
• Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face).

Benefits

• Base salary is $61,200.00 plus competitive monthly variable sales incentive target based on sales results.
• Work remotely or in the office to better thrive in all areas of life.
• Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Gain access to company-paid basic life insurance and short-term disability insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior