Internal Sales Associate (Charlotte, NC (Hybrid) or Remote)

Brighthouse Financial • Charlotte, NC

2d • Hybrid

About The Position

The Internal Sales Associate supports financial advisors and the internal sales organization by handling inbound calls about annuity and life insurance solutions. The role provides accurate information and a strong advisor experience while identifying actionable next steps to advance the sales process, strengthen advisor relationships, and surface opportunities for distribution teams. It can lead to a variety of career paths, with a direct progression into an Internal Wholesaler position.

The position includes immersive, hands-on training in Brighthouse Financial’s products, systems, processes, and sales approach. The role may be performed remotely or in the office under the company’s flexible hybrid work model. The company and department may gather in person occasionally during the year for team-building and connection-building events. Eligible candidates will have graduated by December 2026.

Requirements

• Bachelor’s degree or equivalent relevant experience; a bachelor’s degree is preferred.
• Strong organizational and time-management skills, including effective prioritization in a fast-paced environment.
• Clear communication and ability to build strong relationships with financial advisors, colleagues, and business partners.
• Adaptability, self-motivation, and a desire to help others.
• Coachability, energy, a positive attitude, and aptitude for sales.
• Required licenses are expected within six months of joining if not held at hire: FINRA SIE, Series 6 or 7, Series 63, and applicable state life insurance license with variable line of authority.

Nice To Haves

• Bachelor’s degree.
• FINRA SIE, Series 6 or 7, Series 63, and applicable state life insurance license with variable line of authority at the time of hire.
• Passion for learning, growing, and building a career in sales.

Responsibilities

• Complete immersive training on annuity and life insurance solutions, systems, processes, and sales approach.
• Answer and document inbound calls from financial advisors, provide accurate information, and deliver an exceptional advisor experience.
• Support new business submissions by understanding licensing, training, firm, state, and application requirements.
• Ask questions to understand advisor needs, research requests, and take ownership of issues through resolution, engaging appropriate business partners as needed.
• Provide product illustrations and connect advisors with resources for client conversations.
• Identify sales opportunities that may support a client’s overall financial plan and partner with the Internal Wholesaler to advance them.
• Work with the manager to identify development opportunities, strengthen sales skills, and prepare for career progression.
• Perform other duties as assigned.

Benefits

• Base salary of $45,900; after becoming fully licensed, eligible for a competitive monthly variable sales incentive target based on sales results.
• Flexible work environment with the option to work remotely or in the office.
• Minimum of 20 days of paid time off per calendar year, 16 paid company holidays, paid volunteer time, and paid study time.
• 401(k) savings plan with company match up to 6% and annual company nondiscretionary contribution of 3%.
• Medical, vision, and dental plans; 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 and dependent care flexible spending account.
• Up to a $25,000 lifetime maximum for adoption, infertility, or surrogacy support.
• Company-paid basic life insurance and short-term disability insurance.

What This Job Offers

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