External Wholesaler

2 months ago

Chicago, Illinois, United States Brighthouse Financial Full time

Alternate Job Location :
Indiana : Fort Wayne

Where you'll work:
This is a fully remote position in the assigned territory.

How you'll contribute:


As an External Wholesaler, you'll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.


In this role, you'll get to:

  • Responsible for building new and maintaining existing relationships with independent financial advisors in eastern Illinois (including Chicago) and northern Indiana to increase revenue from annuity sales.
Ensuring trust from the financial advisor is crucial for the successful execution of the job.

  • 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).
We're looking for people who have:

-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.


Research shows some people may not apply for a role if they don't check all the boxes of a job description.

If you don't check every box listed, that's okay. We would love to hear from you.

What you'll receive:

  • Compensation – Base salary is $61,200.
00 plus competitive monthly variable sales incentive target based on sales results.

  • 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.

Travel:
Up to 75%


The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building.

We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?
Brighthouse Financial is on a mission to help people achieve financial security.

Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial/about-us/careers/.


We're proud to be one of the largest providers of annuities and life insurance in the U.S.* and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal.

We're also honored to be named to Newsweek's list of Most Trustworthy Companies in America.

  • Ranked by 2022 admitted assets. Best's Review(R): Top 200 U.S. Life/Health Insurers. AM Best, 2023.

  • AVP Management Liability

    5 days ago

    Chicago, Illinois, United States Brown & Brown Full time

    About the Role:We are seeking an experienced Management Liability Underwriter to join our team at Brown & Brown. As an AVP, you will play a key role in growing our wholesale-only, middle market Management Liability business in the US.Key Responsibilities:Underwrite a portfolio of primary and excess private company and non-profit management liability risks,...

  • Wholesale Underwriter

    2 weeks ago

    Chicago, Illinois, United States AXIS Capital Full time

    Join AXIS CapitalThis is your opportunity to become part of AXIS Capital, a renowned global provider of specialty lines insurance and reinsurance. We distinguish ourselves through exceptional client service, astute risk management, and superior risk-adjusted returns for our stakeholders. Our entrepreneurial, disciplined, and ethical corporate culture sets us...

  • Underwriter - Aging Services (Wholesale)

    1 month ago

    Chicago, Illinois, United States CNA Full time

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.Under broad supervision, responsible for underwriting risks in a book of...

  • AVP - Professional Liability Underwriter

    3 days ago

    Chicago, Illinois, United States Brown & Brown Full time

    About the RoleWe are seeking an experienced AVP - Professional Liability Underwriter to join our US Financial Lines team at Brown & Brown. As a key member of our team, you will play a crucial role in growing a profitable book of wholesale-only, middle market Miscellaneous Professional Liability (and further PL expansion) business in the US.Key...

  • Risk Assessment Specialist

    2 weeks ago

    Chicago, Illinois, United States CNA Full time

    You have a clear vision of where your career can go. And we have the leadership to help you get there.At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.Under broad supervision, you will be responsible for evaluating risks...

  • Senior Cyber Insurance Underwriter

    2 weeks ago

    Chicago, Illinois, United States Sompo International Holdings Ltd Full time

    Company Overview:Sompo International is a prominent provider of insurance and reinsurance services with a global presence, including operations in Bermuda, the U.S., the U.K., Continental Europe, and Asia. Our success is rooted in our dedicated workforce, and we prioritize creating a supportive environment for our employees.Position Summary:We are looking...

  • Paint Sales Specialist

    1 week ago

    Chicago, Illinois, United States True Value Company Full time

    Paint Sales Specialist Job OverviewThe Paint Sales Specialist plays a crucial role in enhancing paint sales within the True Value and GPM networks, concentrating on significant accounts. This position entails proactive outreach, identifying prospects, and securing new partnerships. By collaborating with internal teams at True Value, the Paint Sales...

  • Senior Manager of Professional Liability

    5 days ago

    Chicago, Illinois, United States Markel Service Inc. Full time

    About the RoleThis is a senior leadership position responsible for overseeing the growth and profitability of the US Commercial Lines product lines at Markel Service Inc.Key ResponsibilitiesDevelop and implement business strategies to drive growth and profitabilityLead and manage underwriting teams to ensure quality work products and adherence to...

  • Energy Settlements Specialist

    3 days ago

    Chicago, Illinois, United States RWE Full time

    About the RoleRWE Supply & Trading Americas, LLC is seeking a highly skilled Energy Settlements Specialist to join our Back Office US function. This role is responsible for wholesale, contract, and trade settlements in North American markets.Key ResponsibilitiesManage contract relationships with external customers by ensuring timely and accurate invoicing...

  • Cyber Underwriting Assistant Vice President

    2 weeks ago

    Chicago, Illinois, United States Sompo International Holdings Ltd Full time

    About UsSompo International is a prominent provider of insurance and reinsurance services with a global presence. Our success is fundamentally linked to our most valuable asset: our people. We are committed to fostering a culture of integrity, collaboration, agility, execution, and excellence, which shapes our employee experience and attracts top talent...

  • Area Vice President

    2 weeks ago

    Chicago, Illinois, United States Protective Life Full time

    Become a vital member of Protective LifeAt Protective Life, we are committed to providing our clients with the assurance they need, ensuring their security during critical times. Every position within our organization contributes significantly to this mission.We are excited to present a rewarding sales role as an External Point of Sale Life Wholesaler,...

  • Sales and Customer Support Specialist

    2 weeks ago

    Chicago, Illinois, United States EURO USA Full time

    Customer Service Representative Opportunity at Euro USAEuro USA stands as a premier wholesaler and distributor specializing in high-quality foods and seafood, boasting over thirty years of industry expertise. We pride ourselves on our outstanding product quality and unparalleled customer service. If you possess a passion for food and a strong customer...

  • Specialist Customer Service

    2 months ago

    Chicago, Illinois, United States AbbVie Full time

    Company DescriptionAbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology, neuroscience, and eye care – and products and services...

  • Digital Insurance Capacity Leader

    6 days ago

    Chicago, Illinois, United States RT Specialty Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Business Solutions Director at RT Specialty. This is a key role that will play a crucial part in positioning RT Connector as the premier solution for digitalized insurance capacity in the US wholesale market.Key ResponsibilitiesStrategic Partnership Development:...

  • Business Solutions Director

    6 days ago

    Chicago, Illinois, United States RT Specialty Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Business Solutions Director at RT Specialty. This is a key role that will play a crucial part in positioning RT Connector as the premier solution for digitalized insurance capacity in the US wholesale market.Key ResponsibilitiesStrategic Partnership Development:...

  • Power Market Settlements Analyst

    1 week ago

    Chicago, Illinois, United States RWE AG Full time

    Company Overview:RWE AG is a leading energy trading firm, committed to excellence in the energy sector.Position Overview:As a key member of our Back Office function, you will play a vital role in managing wholesale, contract, and trade settlements across North American energy markets. Your expertise will ensure that our operations run smoothly and...

  • Energy Settlements Specialist

    1 week ago

    Chicago, Illinois, United States RWE AG Full time

    Company Overview:RWE AG is a leading player in the energy sector, dedicated to providing innovative solutions in energy trading and settlements.Position Overview:As a key member of our Back Office function, you will be integral to the wholesale, contract, and trade settlements within the North American energy markets. Your role will involve:Key...

  • Director of US Commercial Lines

    5 days ago

    Chicago, Illinois, United States Markel Service Inc. Full time

    About the RoleThis is a senior leadership position responsible for overseeing the growth and profitability of the US Commercial Lines product lines at Markel Service Inc.Key ResponsibilitiesDevelop and implement business strategies to drive growth and profitabilityLead and manage underwriting teams to ensure quality work products and adherence to...

  • Financial Controller

    2 weeks ago

    Chicago, Illinois, United States Creative Financial Staffing Full time

    Creative Financial Staffing is seeking a Financial Controller to enhance their expanding Accounting & Finance division. This organization is recognized as a premier wholesaler with a legacy of over 70 years, dedicated to serving independent retailers. They cultivate a culture of entrepreneurial spirit, excellence, and teamwork.Why consider this...

  • Mailroom Operations Specialist

    2 weeks ago

    Chicago, Illinois, United States Aurora Traders LLC Full time

    Job OverviewAurora Traders LLC, a prominent entity in the wholesale and retail distribution sector of consumer products, is seeking a meticulous and systematic Mailroom Clerk. The successful candidate will adeptly oversee the circulation of mail and packages within the organization, guaranteeing prompt distribution and management of all...