[Hiring] Annuity Internal Wholesaler @Guardian Life Insurance

Role Description

The Western Territory Annuity Internal Wholesaler will proactively partner with an External Wholesaler to develop and grow sales in alignment with business plans. This individual will be engaged in all areas of Annuity sales distribution, including illustrations, product knowledge, sales strategies, marketing, and commissions.

• Key partners include Guardian Product, Distribution, Financial Professionals, Marketing, and Sales.

You are:

• A great teammate who is goal-oriented and focused on success.
• Have a strong ability to build and maintain relationships with clients and key partners.

You will:

• 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.

Qualifications

• 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.

Requirements

• Meet and exceed target sales expectations.
• Track and improve number of productive producers within the annuities space.
• Facilitate collaborative relationships across Guardian.

Benefits

• This is a remote role with minimal travel.
• Salary Range: $90,000 - $105,000.
• The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate.
• In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.