Aspida · 3 weeks ago
Internal Wholesaler
Durham, NC
Full-time
Onsite
Mid Level
3+ years expAspida is a tech-driven insurance carrier focused on providing retirement solutions and annuity products. The Internal Wholesaler is responsible for building and growing relationships within a dedicated territory and driving sales through effective territory management and customer engagement.
FinanceFinancial ServicesInsurance
Responsibilities
Proactively contact and consult with financial professionals across our channel on pre-and-post-sale annuity product support and respond to inquiries
Execute specific activity expectations and territory management to maximize opportunities and grow sales across our channel with banks, credit unions, national/regional broker dealers, independent broker dealers, and IMOs
Communicate confidently with your customer base and drive sales in partnership with our 3rd party distributors, with the ability to use software tools including Salesforce, Outlook, PowerPoint, Excel, Teams, and Illustration software
Demonstrate understanding of the annuity industry and competitive landscape by building expertise of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends
Develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to ensure proper processing of business
Travel to partner conferences and other industry events
Qualification
Required
FINRA Series 6 or 7 at time of application
State Securities License Series 63 at time of application
State Life & Health Insurance License at time of application
Bachelor's Degree
3+ years' experience of sales or sales support experience with annuity products
Possess excellent oral and written communication skills, interpersonal and customer service skills
Possess excellent speaking skills and presentation skills to groups of varying sizes in virtual forum
Well-established self-management skills, e.g., territory management, time management, prioritization, managing internal & external relationships
Commitment to building, maintaining, and growing partnerships with all stakeholders
Proficiency with Word, Excel, PowerPoint, Teams, and Salesforce as well as various internet search tools
Must be detailed-oriented and well-organized self-starter with high energy and creativity
Extensive knowledge about annuity products (fixed, income, variable annuities), practices, trends and information affecting business and organization
Experience working with financial institutions (banks, credit unions, national/regional broker dealers, independent broker-dealers, and IMOs)
Proven ability to multitask and attention to detail
Benefits
Long-Term Incentive Plan
Full Benefits Package Available
Company
Aspida
We’re Aspida – a tech-leading, agile insurance company that provides life and annuity solutions with speed, simplicity, and security to enhance well-planned retirement and wealth management strategies.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-07-15Acquired
Leadership Team
Alex Seidita
Chief Information Officer
Chad Burns
Chief Distribution Officer
Company data provided by crunchbase