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State Licensed Annuities Wholesaler

State Licensed Annuities Wholesaler

VirtualVocationsMission Viejo, California, United States
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A company is looking for an Annuities Internal Wholesaler.

Key Responsibilities

Provide expert insight and product information to financial professionals in the independent broker dealer channel

Manage territory profitability through sales execution, marketing campaigns, and customer relationship management

Utilize telephone and virtual technologies to build relationships and engage clients in new opportunities

Required Qualifications

3-5 years of Financial Services sales experience preferred

Financial Services experience required

Demonstrated knowledge of annuities and related concepts

FINRA Series 6, 63 (or 7, 66) and State Insurance license required

Ability to drive results and increase market presence

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Wholesaler • Mission Viejo, California, United States

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