Annuity Internal Wholesaler jobs in United States
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Guardian Life · 8 hours ago

Annuity Internal Wholesaler

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$90K/yr - $105K/yr
date3+ years exp

Guardian Life is a leading insurance company, and they are seeking an Annuity Internal Wholesaler to enhance sales in alignment with business plans. The role involves collaborating with external wholesalers, managing relationships, and providing sales support for annuity products.

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Responsibilities

Work collaboratively with External Wholesaler to build and manage relationships within territory
Proactively follow up on annuity illustrations and large cases
Initiate sales calls daily to strengthen relationships and provide marketing and sales support
Provide advanced case design support
Work with External Annuity Wholesaler to identify new sales opportunities across product lines
Continually monitor practices of competition and report findings to Management when appropriate
Generate comprehensive reports, presentations and ad hoc special projects as needed

Qualification

Life LicenseSeries 6Annuities experienceBachelor’s degreeRelationship ManagementTime managementLeadership skills

Required

Life License
Series 6
Bachelor's degree
Demonstrated understanding of the competitive landscape, financial markets, and industry related topics
Knowledge of and experience with annuities – minimum 3 years experience
Strong understanding of competitive marketplace
Proven ability to show leadership in establishing excellent relationships with key support areas inside Guardian
Excellent Relationship Management/Client Relations skills
Demonstrate abilities in time management; including managing multiple projects and meeting strict deadlines

Benefits

Skill-building
Leadership development
Philanthropic opportunities
Contemporary, supportive, flexible, and inclusive benefits and resources

Company

Guardian Life

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Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.
dateFounded in 1860
location
New York, New York, USA
people-size5001-10000 employees
web-link
http://www.guardianlife.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
2016-08-23Non Equity Assistance

Leadership Team

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Andrew McMahon
Chairman and CEO
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Michael Prestileo
Chief Strategy Officer
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Recent News

PR Newswire
Guardian unveils "The Year Ahead," revealing how 2026's major financial themes will shape Americans' financial future
2026-01-20
PR Newswire
Guardian's Individual Life Contact Center receives J.D. Power Certification for outstanding customer service for eighth year
2025-12-22
PR Newswire
Guardian announces $1.7 billion dividend allocation
2025-12-11
Company data provided by crunchbase