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

Brighthouse Financial • Charlotte, NC

19h • 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 involves providing accurate information, delivering an exceptional advisor experience, and identifying actionable next steps to move sales opportunities forward. It helps strengthen advisor relationships and uncover opportunities for distribution teams, and can lead to an Internal Wholesaler position.

The position includes immersive, hands-on training in Brighthouse Financial’s products, systems, processes, and sales approach. Associates support new business submissions, provide product illustrations, research advisor requests, and work with business partners to resolve issues. They also identify opportunities relevant to clients’ financial plans and collaborate with an Internal Wholesaler and their manager to develop sales skills and prepare for career progression.

The role offers a flexible hybrid arrangement, with the option to work remotely or in the office. The company and department may occasionally gather in person during the year for team building and connection.

Requirements

• Passion for learning, growing, and building a career in sales.
• Adaptability, self-motivation, and a drive to help others and make a lasting impact.
• Strong organizational and time-management skills, with the ability to prioritize in a fast-paced environment.
• Clear communication and the ability to build strong relationships with financial advisors, colleagues, and business partners.
• Coachable, energetic, positive attitude, and aptitude for sales.
• Bachelor’s degree or equivalent relevant experience.
• Eligible candidates must have graduated by December 2026.
• Candidates who are not fully licensed at hire are expected to obtain the required licenses within six months of joining.

Nice To Haves

• Bachelor’s degree preferred.
• FINRA SIE, Series 6 or 7, Series 63, and applicable state life insurance license with variable line of authority; licensing is preferred but not required at hire.

Responsibilities

• Participate in hands-on training covering the company’s 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, involving appropriate business partners when needed.
• Provide product illustrations and connect advisors with resources to support client conversations.
• Identify sales opportunities that may benefit a client’s overall financial plan and partner with the Internal Wholesaler to move those opportunities forward.
• Work with a manager to identify development opportunities, strengthen sales skills, and prepare for career progression.
• Perform other duties as assigned.

Benefits

• Base salary of $45,900 and eligibility for a competitive monthly variable sales incentive target based on sales results once fully licensed.
• Flexible work environment with the option to work remotely or in the office.
• Minimum of 20 days of paid time off, 16 paid company holidays per calendar year, paid volunteer time, and paid study time.
• 401(k) savings plan with company match up to 6% and an annual company nondiscretionary contribution of 3%.
• Medical, vision, and dental plans, plus 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, dependent care flexible spending account, and 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