Annuity Sales Professional
3 weeks ago
At Guardian Life, we are seeking a highly motivated and experienced Annuity Internal Wholesaler to join our team. As a key member of our sales team, you will be responsible for developing and growing sales as supported by our business plans.
Key Responsibilities:- Work collaboratively with External Wholesalers 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 Wholesalers and 3rd party accounts 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.
- Life License and FINRA Series 7 or 6 & 63 or 65.
- Demonstrated understanding of the competitive landscape, financial markets, and industry-related topics.
- Knowledge of and experience with annuities - minimum 3 years of wholesaling 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.
- Meet and exceed target sales expectations.
- Track and improve number of productive producers within the annuities space.
- Facilitate collaborative relationships across Guardian.
Guardian Life offers a comprehensive benefits package, including health care, life and disability insurance, retirement and financial benefits, time off and remote work options, and emotional well-being and work-life resources.
We are an equal opportunity employer and are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, our services, programs, and activities.
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