BackNine Insurance and Financial Services, Inc. · 2 months ago
Internal Wholesaler, Annuities
Brea, CA
Full-time
Onsite
Mid LevelBackNine Insurance and Financial Services, Inc. is a boutique brokerage agency specializing in Life Insurance, Long Term Care, Disability Insurance, and Annuities. They are seeking an Internal Wholesaler specializing in Annuities to support financial advisors and agents by managing relationships, developing sales strategies, providing product insights, and assisting with case designs.
Financial Services
Hiring Manager
Matt Gozdecki
Responsibilities
Assist with advisor education and case design - you will be distributing annuities from over 30 of the top carriers in the MYGA and FIA space. You'll work directly with insurance agents and financial advisors to build annuity plans that make sense and put the client's best interest first, and you'll help your reps close business
Marketing and sales development - this is a sales role first and foremost, and you will be marketing annuity solutions and financial planning ideas to a network of more than 50,000 insurance licensed professionals across the country, and will make inroads with new relationships in the RIA channel
Ease of business - you will help oversee BackNine annuity licensing and new business teams to ensure all advisors have the best possible experience when writing business. You'll also assist with escalations and sensitive new business issues as they develop
Strategic planning - you will work directly with BackNine's President of Annuity Sales to increase the firm's profile, evolve our business and marketing plan, and assist directly in achieving growth goals
Qualification
Required
Proficiency in the Insurance and Annuity markets
Experience in Financial Services Sales or Insurance Product Distribution
Strong skills in sales presentation and relationship management
Exceptional communication, organization, and problem-solving abilities
Ability to analyze client needs and deliver tailored solutions
Active Life license required, FINRA licenses are a plus
Preferred
A Bachelor's degree in Finance, Business, or a related field is preferred
Experience in annuity distribution with a carrier or IMO/BGA is highly beneficial
Existing relationships with independent annuity producers or RIAs are a plus
Benefits
The opportunity to earn enhanced commissions on annuity relationships you manage, plus passive income on issued life insurance business
A fully remote role with no expectations of in-office or hybrid schedule, with the flexibility of working in BackNine's home office as desired
Benefits and paid time off
The opportunity to be part of a developing small business with big business tools and distribution
Company
BackNine Insurance and Financial Services, Inc.
Life Insurance, Long Term Care, Disability Insurance, and Annuities.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageRecent News
Coverager - Insurance news and insights
2025-01-01
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