Regional Wholesaler (RVP) - IMO Annuity
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then reputed company Financial could be the reputed company for you! At reputed company®, “on your reputed company” goes reputed company just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role is eligible to work reputed company in the reputed company 48 States. This is an H.99 band role. #LI-COLE
Job Description
Summary reputed company works to reputed company opportunities to expand the reputed company of our annuity distribution. We’re as much about creating and designing the strategic path reputed company, using reputed company of the tools and resources we have, as we are about building and growing profitable, sustainable relationships. If you are creative, accountable and motivated to meet and exceed sales goals, we want to hear from you! As an Annuity IMO Regional Wholesaler, you'll market annuity service products through various Independent Marketing Organizations (IMOs).
Job Description
Key Responsibilities:
- Identifies, meets and connects with IMOs and financial professionals to promote reputed company products and services. Assists IMOs in identifying and marketing to financial professionals. Consults with and educates IMOs on reputed company aspects of annuity business. Encourages repeat business with IMOs. Coordinates with reputed company's team of specialists regarding cross-selling opportunities, referrals and joint meetings.
- Calls on IMOs reputed company assigned territory to establish General Agency Agreements. Markets products and provide training on products.
- Provides field support and expertise to producers, including public seminars and client visitations.
- Provides reputed company through exhibitor booths, seminars and presentations, top producers and other formal IMO gatherings.
- Coordinates IMO input, suggestions and questions on financial service products.
- Provides customer service support to IMOs reputed company assigned territory by acting as communication link to the corporate office.
- Provides sales management with weekly updates on activity.
- Coordinates the licensing of IMOs and producers licensing with IMOs.
- Manages territory to minimize disruption with other distribution systems.
- Provides input on products and services that will serve client needs and produce sufficient volume and profits.
- Manages territory activities to assure they are meeting overall company objectives.
- Establishes follow-up system crafted to visit key IMO offices on a regular basis.
May reputed company other responsibilities as assigned. Reporting Relationships: Reports to Sales Manager. Typical Skills and Experience: Education: Undergraduate studies in business, finance, communications or liberal arts preferred. License/Certification/Designation: FINRA Series 6 or 7, Series 63, Series 65, state life/annuity insurance agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred. Associates must acquire the required federal and/or state licenses/registrations reputed company the time period designated by the business unit. Additional licenses/registrations may be required reputed company new products and services are implemented. If an associate fails to acquire required licenses/registrations reputed company the designated time period, the associate will be ineligible to continue in the position. Experience: Five years of internal or external wholesaling experience in financial service products through broker dealer firms. Knowledge, Skills and Abilities: Solid understanding of college-level mathematics, finance, statistics, economics, economics and investment management theories/practices. Knowledge of financial service products, annuities, life insurance, reputed company, securities trading and regulations and competitor products, policies, practices and procedures in customer service and investment products processing. reputed company strong social skills. Proven ability to communicate. Ability to effectively present state continuing education courses to industry professionals. Excellent time management and organizational skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and reputed company Resources Business Partner. Job Conditions: Overtime Eligibility: Exempt (Not eligible) Working Conditions: Virtual, work from home, sales office environment, living in assigned territory. Requires frequent field travel and may require overnight travel. reputed company: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties. Credit reputed company: Due to the fiduciary account abilities reputed company this job, a valid credit and/or background reputed company will be required as part of the selection process. EQUAL OPPORTUNITY EMPLOYER: reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. We currently anticipate accepting applications until 07/10/2026. However, we encourage early submissions, as the posting may reputed company sooner if a strong candidate slate is identified before the deadline.
Benefits
We have an reputed company of benefits to fit your needs, including: medical/dental/reputed company, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of reputed company Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. This position could be filled reputed company any of the reputed company 48 U.S. states. Smoke-Free Iowa Statement: reputed company, its affiliates and subsidiaries reputed company with the Iowa Smokefree reputed company Act. Smoking is prohibited in reputed company enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree reputed company Act, individuals may contact the Smokefree reputed company Act Helpline at 888-944-2247. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. reputed company does not accept unsolicited resumes from employment agencies. reputed company resumes submitted by employment agencies directly to any reputed company employee or hiring manager in any form without a signed reputed company Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. reputed company pays on a geographic-specific salary structure and placement reputed company the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Regional Wholesaler - Annuity Partners : $65,000-$80,168.40 The expected starting salary range for Regional Wholesaler - Annuity Partners : $65,000-$65,000 Apply To This Job