Annuities External Wholesaler, Bank/Wire and Edward Jones Channel (OR, WA, MT, ID)
Core
Develop and execute territory sales strategies to grow fixed and variable annuity production across Bank/Wire and Edward Jones channels in the Pacific Northwest.
Role type
Senior IC external wholesaler (annuities)
Builds
Fixed and variable annuity sales production
Domain
Financial services / Retirement income
Required skills
annuity sales, financial advisor relationship management, territory business planning, FINRA Series 6/7/63 licenses, state insurance licenses, travel management
Preferred skills
geographically dispersed channel growth experience
Responsibilities
Develop territory sales strategy, build relationships with financial advisors, deliver product presentations, provide point-of-sale support, partner with internal wholesalers, manage high-travel regional schedule
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