Internal Sales Wholesaler, Retail Annuity Distribution

Talcott Financial Group•Charlotte, NC

6d•Onsite

About The Position

Talcott Financial Group is an international life insurance group and the industry’s trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future. Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm. Talcott Financial Group’s two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re. Overview: Our Internal Wholesaler position will play a critical role in Talcott’s growing retail distribution business by supporting our IMO (Independent Marketing Organization) relationships and driving annuity sales through outbound engagement with agents and marketers. The role involves developing and nurturing advisor relationships, delivering product educational training, managing campaigns, and coordinating with the Relationship Management team to build and maintain a high-performing sales pipeline. This position reports to the Head of Retail Distribution and will work closely with Relationship Managers, Marketing, and Operations. Our selected candidate shall work full-time out of the Charlotte, North Carolina office.

Requirements

Minimum of 2 years of experience in financial services, preferably in annuity internal wholesaling or sales support is preferred
Bachelor's degree is preferred
Prior experience with the IMO distribution channel strongly preferred.
Strong communication and consultative selling skills with a proven ability to build trust and influence over the phone
Experience with annuity illustration tools and CRM platforms.
Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, Word)
Self-motivated and organized with the ability to manage multiple priorities
Candidates who currently possess a Life and Health license are strongly preferred; those who do not hold a Life and Health license will be asked to acquire a Life and Health license within 6 months of hire
This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without current or future visa sponsorship.

Responsibilities

Act as a primary point of contact for assigned IMO marketers and producers to promote and drive annuity sales through outbound phone activity, digital engagement, and scheduled meetings.
Conduct frequent proactive outreach, product positioning, and case consultation via phone, email, CRM, and webinar platforms.
Maintain consistent activity levels (calls, follow-ups, meeting coordination) to deepen relationships and ensure ongoing engagement with Talcott annuity solutions.
Collaborate with Relationship Managers to provide real-time support and deliver on shared territory sales goals.
Provide tailored sales ideas and product illustrations aligned to agents’ client profiles and financial objectives.
Coordinate and lead educational webinars, training sessions, and campaign calls.
Execute outbound marketing campaigns and manage follow-up communication.
Accurately and timely update CRM with call notes, follow-ups, and pipeline details.
Stay up to date on industry trends, product updates, and competitive positioning.
Demonstrate in-depth product knowledge of fixed and fixed indexed annuities.
Uphold the highest standards of professionalism, customer service, and compliance.