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

Brighthouse Financial • Seattle, WA

10d • 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: 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. Ensuring trust from the financial advisor is crucial for the successful execution of the job. Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, 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. Ability to educate financial advisors on financial products and the process of selling annuities. 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).

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.
• 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

• 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.
• Educate financial advisors on financial products and the process of selling annuities.
• 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.
• Keep financial advisors informed of rapidly changing products and service agreements.
• 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.
• Report and manage 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.
• Minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• 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.
• Company-paid basic life insurance and short-term disability insurance.

What This Job Offers

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