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Massachusetts Licensed Field Wholesaler
VirtualVocationsLowell, Massachusetts, United Statesjob_description.job_card.variable_days_ago
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- serp_jobs.job_card.full_time
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A company is looking for a Field Wholesaler to join their Consumer Markets Division in Massachusetts.
Key Responsibilities
Engage with Financial Professionals across major distribution channels including Independent Planners, Banks, and Wirehouse firms
Represent the company's core lines of business : Variable Annuities / RILA, Fixed Annuities, and Mutual Funds
Collaborate with team members and utilize business tools and resources effectively
Required Qualifications, Training, and Education
Bachelor's Degree
5 or more years of direct sales / marketing experience in wholesaling variable and / or fixed annuities or mutual funds
Working knowledge of Salesforce and other business software such as Outlook
Series 6 or 7, 63, and Variable Contracts licenses required
Strong presentation skills and a proven track record of success
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Wholesaler • Lowell, Massachusetts, United States
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