Annuity Sales Professional

3 weeks ago


Holmdel, New Jersey, United States Guardian Life Full time
Job Title: Annuity Internal Wholesaler

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

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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