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Brighthouse Financial · 16 hours ago

External Wholesaler, Annuity (GA, TN, AL, MS - Banks (Remote in Territory)

United States

Full-time

Remote

Senior Level

$61K/yr - $61K/yr

5+ years exp

Brighthouse Financial is one of the largest providers of annuities and life insurance in the U.S., and they are seeking an External Wholesaler to promote their brand and increase market share. The role involves building and maintaining relationships with financial advisors, conducting meetings and training, and strategically managing sales resources within the assigned territory.

Financial ServicesFinTechInsuranceLife Insurance

Work & Life Balance

Responsibilities

Responsible for building new and maintaining existing relationships with financial advisors in the bank channel to increase revenue from annuity sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job. The territory includes Georgia, Tennessee, Alabama and Mississippi

Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients

Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuities

Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financial’s products, describe our value proposition and present our products in the context of sales ideas

Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses

Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing

Responsible for keeping financial advisors informed of rapidly changing products and service agreements

Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents

Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)

Qualification

Sales experienceFINRA Series 6LifeHealthVariable Insurance LicenseRelationship buildingSalesMarketing principlesPresentation skillsBachelor's degreeIndependent workCommunication skills

Required

5+ years sales experience wholesaling in the industry (internal, external or combination)

Prior Point of Sale experience

Proven ability to build strong relationships

Proven ability to grow a territory as measured by sales and persistency of business

Must hold a valid FINRA Series 6 or 7 and Series 63 license

Must hold and maintain an active Life, Health and Variable Insurance License in their resident state

In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance

Ability to work independently and to communicate clearly and concisely

Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale

Excellent presentation skills, both in creation and delivery, to current and prospective clients

Expected to maintain a thorough knowledge of existing, new and enhanced products

Bachelor's degree in related field or equivalent experience

Benefits

Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.

Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.

Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.

Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.

Family Support – Care for loved ones with 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 during your adoption, infertility, or surrogacy journey.

Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.