External Wholesaler - FI

Reliance Standard•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's annuity products. The role develops and executes territory business plans, identifies and cultivates top-producing financial advisors and leads, and supports strategic activities in coordination with the National Accounts Manager and assigned relationship manager. The position builds relationships across the Financial Institutions channel, communicates product benefits and features, and ensures products and services meet advisor needs. It also delivers professional sales presentations and conducts individual and group product training, seminars, workshops, webinars, and branch meetings. The role maintains wholesaling activity logs or databases and partners with internal colleagues to align resources and achieve territory sales goals. Work location may be flexible if approved by the Company. The expected annual base hiring range is $63,540 to $85,800; this excludes commissions and incentive awards. Starting base pay depends on factors including work location, job-related skills, experience, qualifications, and market conditions.

Requirements

Four-year degree in business or a related field.
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 are preferred.
Financial Institutions and Broker Dealer channel experience is a plus.
Understanding of how annuity products fit within the overall retirement planning landscape is preferred.

Responsibilities

Develop and execute an appropriate 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 and cultivate relationships within the Financial Institutions channel to increase awareness of product benefits and features and ensure products and services meet customer needs.
Prepare and deliver clear, convincing, and professional sales presentations to small and large audiences.
Communicate effectively and professionally, orally and in writing, with people at all organizational levels to accomplish objectives and gain acceptance of 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, including broker profile levels and current and proposed sales activity.
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 Health Savings Account contribution 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 per year for new hires, with the potential for increases based on company level and years of service.
Nine company-paid holidays.
Volunteer days, community partnerships, and an Employee Assistance Program.
Employee Resource Group program.