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Massachusetts Licensed Field Wholesaler

Massachusetts Licensed Field Wholesaler

VirtualVocationsWashington, District of Columbia, United States
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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 • Washington, District of Columbia, United States

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