Hybrid Wholesaler - Annuity Brokerage

Nationwide•Grandview Heights, OH

17h•$65,000 - $80,168•Hybrid

About The Position

This role will be required to work four days per week out of our Grandview location. This is a G.99 band role. Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about financial products and services, we want to know more about you! As a Hybrid Wholesaler, you'll market annuity service products through various financial institutions and financial professionals including banks, wire houses, independent broker dealers, and Registered Investment Advisors (RIAs).

Requirements

Undergraduate studies in business, sales, finance, marketing, or communications preferred.
FINRA Series 6 or 7, Series 63, and State Life/Annuity Insurance Agent licenses required.
3 or more years sales experience in the insurance or financial services industry.
Proven track record of achieving monthly and annual sales goals.
Knowledge of insurance products and the consultative sales process.
Knowledge of state and local laws necessary to understand the legal implications of product features in different states.
Very strong interpersonal, presentation, facilitation, and consultation skills.
Excellent verbal and written communication skills vital for interacting with all levels of customers.
Ability to build and maintain strong working relationships with business partners.
Ability to analyze financial services products to determine the best solutions for advisors and their clients.
Ability to evaluate and recommend solutions to marketing strategy and product questions.
Must have a drive for results, demonstrate independent judgement and decision making, possess consultative/advising skills, have good time management, and balance multiple priorities.

Nice To Haves

CLU, ChFC, FLMI, CFP, ASPPA designations preferred.

Responsibilities

Identifies and connects with prospective financial advisors to promote annuity products and services. Maintains relationships with existing advisors to strengthen relationships.
Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients. Finds opportunities where annuity products make sense and educates the advisor through webinars and primarily virtual meetings on how to incorporate these opportunities into their clients' portfolios. Evaluates and recommends solutions to marketing strategy and product questions.
Utilizes internal and external sales and marketing technology and databases to acquire, grow, and retain a group of producers within assigned territory.
Develops and executes business plans to improve productivity and ensure company objectives are met. Creates and maintains accurate data in building advisor profiles.
Acts as a liaison with corporate/home office sales and operations teams.
Provides sales management with weekly updates on sales activity within the assigned territory.
Provides coaching, mentorship, and development advice to less experienced members of the team. Partners with other wholesalers to cross-sell when appropriate and build a "one team" experience for advisors.
May perform other responsibilities as assigned.

Benefits

medical/dental/vision
life insurance
short and long term disability coverage
paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire