External Wholesaler/Strategic Accounts Director (IMO/Annuity)
Gilbert, AZ
Strategic Account Director / External Wholesaler - (IMO Channel)
Channel: IMO
Product: Annuity
Remote: Yes, with 20% travel
Pay: 200k-250k OTE
New annuity carrier is looking to establish its IMO (Annuity) distribution channel and is currently seeking candidates for its Strategic Account Manager / External Wholesaler opening. This is a hybrid role and will focus on maintaining and building a presence in the Independent Marketing Organization (IMO) Channel specifically for Annuity products. The ideal candidate will have strong experience working with IMO’s to distribute Annuity products and have a deep understanding of the overall process and workflow. Qualified candidates will also need to have active 6 & 63 or 7 & 66 FINRA licenses or obtain in the future. Established connections to non-top tier IMO’s are expected.
Responsibilities include:
- Developing and implementing the sales plan
- Identify and engage with targets and prospects, build the relationships through effective communication, product knowledge, etc.
- Work closely with internal partners in Product, Marketing, Operations and Compliance
- Seve as a Subject Matter Expert on Annuity products, competitor products, trends, pricing and servicing
- Help to coach and train, take part in sales training programs focused on Annuity Sales
- Managing the overall relationship process with the IMO partners
- Work strategically with the Internal Senior Leaders on special projects designed to expand the IMO channel.
Requirements include:
- 5+ years experience as an Annuity Wholesaler or Strategic Account Director
- Deep Annuity product knowledge
- Proven experience working with the IMO Channel
- Strong Sales drive with the ability to meet Sales KPI’s and production requirements
- Highly developed written and verbal communication skills
- Ability to travel 20% minimum
- 6 & 63 or 7 & 66 FINRA Licenses strongly preferred but not required
- Current relationships with industry IMOs such as The Brokerage Inc., PSM Brokerage, EMG Insurance Brokerage, 3 Mark Financial, Life Brokerage, Inc., Copeland Insurance Group, Levinson & Associates, EverVest Marketing Solutions, Impact Partnership, Alliance Group, Ogletree Financial Services, One Life, Innovative Financial Group, NFG Brokerage, etc. are very important.
This is a full-time, permanent, remote position. Our client offers best in class corporate medical and retirement benefits, PTO, work life balance and opportunity to advance. Excellent total pay including base salary and variable commission.
Channel: IMO
Product: Annuity
Remote: Yes, with 20% travel
Pay: 200k-250k OTE
New annuity carrier is looking to establish its IMO (Annuity) distribution channel and is currently seeking candidates for its Strategic Account Manager / External Wholesaler opening. This is a hybrid role and will focus on maintaining and building a presence in the Independent Marketing Organization (IMO) Channel specifically for Annuity products. The ideal candidate will have strong experience working with IMO’s to distribute Annuity products and have a deep understanding of the overall process and workflow. Qualified candidates will also need to have active 6 & 63 or 7 & 66 FINRA licenses or obtain in the future. Established connections to non-top tier IMO’s are expected.
Responsibilities include:
- Developing and implementing the sales plan
- Identify and engage with targets and prospects, build the relationships through effective communication, product knowledge, etc.
- Work closely with internal partners in Product, Marketing, Operations and Compliance
- Seve as a Subject Matter Expert on Annuity products, competitor products, trends, pricing and servicing
- Help to coach and train, take part in sales training programs focused on Annuity Sales
- Managing the overall relationship process with the IMO partners
- Work strategically with the Internal Senior Leaders on special projects designed to expand the IMO channel.
Requirements include:
- 5+ years experience as an Annuity Wholesaler or Strategic Account Director
- Deep Annuity product knowledge
- Proven experience working with the IMO Channel
- Strong Sales drive with the ability to meet Sales KPI’s and production requirements
- Highly developed written and verbal communication skills
- Ability to travel 20% minimum
- 6 & 63 or 7 & 66 FINRA Licenses strongly preferred but not required
- Current relationships with industry IMOs such as The Brokerage Inc., PSM Brokerage, EMG Insurance Brokerage, 3 Mark Financial, Life Brokerage, Inc., Copeland Insurance Group, Levinson & Associates, EverVest Marketing Solutions, Impact Partnership, Alliance Group, Ogletree Financial Services, One Life, Innovative Financial Group, NFG Brokerage, etc. are very important.
This is a full-time, permanent, remote position. Our client offers best in class corporate medical and retirement benefits, PTO, work life balance and opportunity to advance. Excellent total pay including base salary and variable commission.