External Wholesaler - FI

Reliance Matrix•Illinois, IL

4d•$63,540 - $85,800

About The Position

The External Wholesaler - FI prospects, develops, maintains, and enhances sales relationships with licensed financial advisors and sales management in the financial institution distribution channel to increase sales of Reliance Standard annuity products. The role develops and executes territory business plans, identifies and cultivates top-producing advisors and leads, and works with relationship managers and the National Accounts Manager to meet sales and revenue goals. It represents the company professionally and builds awareness of product benefits and features so products and services address channel needs. The position delivers professional sales presentations and conducts individual and group product and sales training through meetings, seminars, workshops, webinars, and branch sessions. It maintains wholesaling activity logs or databases, develops broker profiles and sales-activity data, and partners with internal colleagues to align resources and achieve territory results. Work location may be flexible with company approval.

Requirements

Four-year degree in business or a related field, plus at least five years of related experience.
Life Insurance License required.
At least four years of wholesaling experience.
At least four years of experience with annuities, insurance, or other financial products.
Knowledge of fundamental concepts, principles, and practices of the life insurance industry and asset management products.
Strong sales and relationship-management experience.
Analytical skills and excellent communication and presentation skills.
Demonstrated ability to schedule time productively and organize around priorities.
Self-motivated and directed.

Nice To Haves

Industry designations preferred.
Financial Institutions and Broker Dealer channel experience is a plus.
Understanding of how annuity products fit within the overall retirement-planning landscape preferred.

Responsibilities

Develop and execute a business plan to maximize territory sales and meet revenue objectives by identifying and developing top-producing financial advisors.
Represent the company in a highly professional manner.
Support the strategic activities of the National Accounts Manager.
Work with the assigned relationship manager to deliver sales goals by identifying and fostering leads.
Build relationships in the Financial Institutions channel, increase awareness of product benefits and features, and ensure products and services meet channel needs.
Prepare and deliver clear, convincing, professional sales presentations to small and large audiences.
Communicate effectively and professionally with all organizational levels to accomplish objectives and persuade others to accept ideas or goals.
Develop and maintain effective working relationships with team members, internal partners, and external parties.
Conduct individual and group product and sales training, seminars, workshops, webinars, and branch meetings to deliver advisor and client solutions.
Maintain wholesaling activity logs or databases and create and maintain broker profiles and current and proposed sales-activity data.
Partner with internal colleagues to strategically align resources and deliver optimal territory sales results.

Benefits

Annual performance bonus for all team members.
401(k) company match that is immediately vested.
Choice of three medical plans, including prescription drug coverage; company contribution to a Health Savings Account for High Deductible Health Plan enrollees.
Dental and vision coverage options.
Company-provided life and disability insurance.
Paid parental leave and adoption assistance.
Hybrid work arrangements for eligible roles.
Tuition reimbursement and continuing professional education.
At least 20 days of paid time off for new hires, plus nine company-paid holidays; PTO may increase with company level and years of service.
Volunteer days, community partnerships, and Employee Assistance Program.
Employee Resource Group program.