Internal Wholesaler II

Corebridge Financial • Woodland Hills, CA

1d

About The Position

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. In partnership with their assigned Regional Vice Presidents, the Internal Wholesaler focuses on growing new business in support of regional sales goals. This role assists in developing and managing distribution relationships by facilitating regional business production, creative selling and problem resolution. The Internal Wholesaler acts on behalf of the Regional Vice President in their absence, providing internal support, training of distribution staff and as a general knowledge source. Assists in the development and management of regional business plans, aligning with the RVP to develop and grow new business within assigned territory. Analyzes territory production to determine sales growth opportunities, providing continuous feedback to the RVPs about partner changes, issues or items of interest. Routine communication updates with Regional Vice President to share/collaborate on joint regional sales activities, reviews sales reports, generates marketing concepts & ideas, coordinates sales success stories and shares relevant Company information Distributes marketing ideas and presentations based on distribution profiles and marketing strategies. Assists with development and execution of special marketing campaigns and special project assignments. Proactive daily outbound sales calls to partners educating them about Corebridge Financial products, discuss agency niche opportunities, challenges, recommend case design solutions, marketing ideas and advanced sales concepts to drive increased production. Participates in and delivers new and existing product and sales training to enhance performance and career development.

Requirements

• Expanded knowledge of Life Insurance and Annuity products and familiarity with Advanced Sales concepts
• Strong communication (verbal & written) and relationship building skills
• Discretion, judgment and listening skills
• Requires a demonstrated record of self-direction, initiative, leadership, problem-solving and adaptability
• Strong public speaking with the ability to plan, organize, develop and deliver effective presentations to a targeted audience
• Strong knowledge of MS Office, illustrations, internet, electronic marketing
• Strong service orientation
• Proven telemarketing/telephone skills
• Bachelors degree
• 1+ years experience
• Life & Health License – required
• FINRA SIE, Series 6 & 63 Licenses required
• This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Responsibilities

• Assists in the development and management of regional business plans, aligning with the RVP to develop and grow new business within assigned territory.
• Analyzes territory production to determine sales growth opportunities, providing continuous feedback to the RVPs about partner changes, issues or items of interest.
• Routine communication updates with Regional Vice President to share/collaborate on joint regional sales activities, reviews sales reports, generates marketing concepts & ideas, coordinates sales success stories and shares relevant Company information
• Distributes marketing ideas and presentations based on distribution profiles and marketing strategies.
• Assists with development and execution of special marketing campaigns and special project assignments.
• Proactive daily outbound sales calls to partners educating them about Corebridge Financial products, discuss agency niche opportunities, challenges, recommend case design solutions, marketing ideas and advanced sales concepts to drive increased production.
• Participates in and delivers new and existing product and sales training to enhance performance and career development.

Benefits

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

What This Job Offers

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