Hybrid Wholesaler

Constellation Insurance, Inc.•Franklin, TN

3d•Hybrid

About The Position

The Hybrid Wholesaler will have the opportunity to drive sales success within their assigned geographical area. They will work to achieve sales targets by building relationships and providing valuable solutions to clients. The role requires spending three days a week in the Denver or Nashville office, with a willingness to relocate if not already located in those cities. This hybrid model allows for team connection and contribution to the company's success.

Requirements

A bachelor's degree in business, marketing, or a related field (or equivalent work experience)
Series 6 or 7 license or Series 63 required
Strong knowledge of sales strategies, marketing techniques, and customer relationship management
Familiarity with online marketing tools and analytics
Excellent communication and presentation skills
Analytical mindset with the ability to interpret sales data and make data-driven decisions
Strong organizational skills and the ability to multitask and meet deadlines
Proficiency in using Microsoft Office Suite and other relevant software
Proficiency in using Salesforce

Responsibilities

Producing annuity sales in assigned geographic area and covering all channels and products
Developing and implementing sales strategies across assigned advisor segments
Communicating sales strategies, case design, product designs and business building strategies
Maintaining proactive and reactive sales activity in the assigned territory including phone calls, virtual meetings and in person meetings
Hosting in-person and virtual seminars to drive sales
Traveling to the assigned territory to drive sales on occasion