Talent.com
External Wholesaler, Annuity (Colorado and Utah - Remote in Territory)
External Wholesaler, Annuity (Colorado and Utah - Remote in Territory)Brighthouse Financial • Boston, MA, US
External Wholesaler, Annuity (Colorado and Utah - Remote in Territory)

External Wholesaler, Annuity (Colorado and Utah - Remote in Territory)

Brighthouse Financial • Boston, MA, US
11 days ago
Job type
  • Full-time
  • Remote
Job description

External Wholesaler, Annuity (Colorado and Utah - Remote in Territory)

Where you'll work : This is a fully remote position in the assigned territory.

How you'll contribute : As an External Wholesaler, you'll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.

In this role, you'll get to :

  • Responsible for building new and maintaining existing relationships with financial advisors in banks, regionals and wires in Colorado and Utah to increase revenue from annuity sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job.
  • Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients.
  • Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuities.
  • Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financial's products, describe our value proposition and present our products in the context of sales ideas.
  • Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
  • Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing.
  • Responsible for keeping financial advisors informed of rapidly changing products and service agreements.
  • Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents.
  • Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face).

We're looking for people who have :

  • 5+ years sales experience wholesaling in the industry (internal, external or combination).
  • Prior Point of Sale experience.
  • Proven ability to build strong relationships.
  • Proven ability to grow a territory as measured by sales and persistency of business.
  • Must hold a valid FINRA Series 6 or 7 and Series 63 license.
  • Must hold and maintain an active Life, Health and Variable Insurance License in their resident state.
  • In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance.
  • Ability to work independently and to communicate clearly and concisely.
  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale.
  • Excellent presentation skills, both in creation and delivery, to current and prospective clients.
  • Expected to maintain a thorough knowledge of existing, new and enhanced products.
  • Bachelor's degree in related field or equivalent experience.
  • Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.

    What you'll receive :

  • Compensation Base salary is $61,200 plus competitive monthly variable sales incentive target based on sales results.
  • Flexible Work Environment Work remotely or in the office to better thrive in all areas of life.
  • Paid Time Off Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
  • Financial Health Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
  • Health and Wellness Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
  • Family Support Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
  • Life and Disability Support Gain access to company-paid basic life insurance and short-term disability insurance.
  • Travel : Up to 75%

    Number of Openings : 1

    The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

    Why join us? Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S., and we specialize in products designed to help people protect what they've earned and ensure it lasts.

    We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com / about-us / careers / .

    We're one of the largest providers of annuities and life insurance in the U.S., and our commitment to being a great place to work has earned us recognition from Forbes as one of America's Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte.

  • Ranked by 2023 admitted assets. Best's Review : Top 200 U.S. Life / Health Insurers. AM Best, 2024.
  • Create a job alert for this search

    External Wholesaler • Boston, MA, US

    Related jobs
    Underwriter, Wholesale, Specialty Products

    Underwriter, Wholesale, Specialty Products

    Carrington • Boston, MA, United States
    Full-time
    Come join our amazing team and work Remote !.We are hiring Underwriters for our Non- Agency Products- NO DE REQUIRED!.The Wholesale Underwriter will underwrite loans in accordance with Company and ...Show more
    Last updated: 14 days ago • Promoted
    Occupational Therapist

    Occupational Therapist

    Encompass Health Rehabilitation Hospital of Braintree • Cohasset, MA, US
    Full-time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe ...Show more
    Last updated: 10 days ago • Promoted
    Drive with DoorDash - Flexible Onboarding

    Drive with DoorDash - Flexible Onboarding

    DoorDash • Manchester, MA, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a var...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate - Intimates, Full Time - Chestnut Hill

    Sales Associate - Intimates, Full Time - Chestnut Hill

    Bloomingdale's • Framingham, MA, US
    Full-time
    Day-1 Medical, Dental, Vision Benefits for eligible colleagues.Flexible Holiday Time-Off & Flexible Scheduling.Instant access to earned wages with. Enhanced benefits : pet, home & auto insura...Show more
    Last updated: 30+ days ago • Promoted
    Underwriter, Wholesale, Senior

    Underwriter, Wholesale, Senior

    Boston Staffing • Boston, MA, US
    Full-time
    Come join our amazing team and work remotely! The Wholesale Underwriter will underwrite loans in accordance with company and investor guidelines following company's policies and procedures under ge...Show more
    Last updated: 11 days ago • Promoted
    Sales Commission Home Stylist, Full Time - Chestnut Hill

    Sales Commission Home Stylist, Full Time - Chestnut Hill

    Bloomingdale's • Chestnut Hill, MA, US
    Full-time
    Day-1 Medical, Dental, Vision Benefits for eligible colleagues.Flexible Holiday Time-Off & Flexible Scheduling.Instant access to earned wages with. Enhanced benefits : pet, home & auto insura...Show more
    Last updated: 30+ days ago • Promoted
    Personal Shopper Associate, Full Time - Chestnut Hill

    Personal Shopper Associate, Full Time - Chestnut Hill

    Bloomingdale's • Chestnut Hill, MA, US
    Full-time
    Day-1 Medical, Dental, Vision Benefits for eligible colleagues.Flexible Holiday Time-Off & Flexible Scheduling.Instant access to earned wages with. Enhanced benefits : pet, home & auto insura...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate - Home, Full Time - Chestnut Hill

    Sales Associate - Home, Full Time - Chestnut Hill

    Bloomingdale's • Boston, MA, US
    Full-time
    Day-1 Medical, Dental, Vision Benefits for eligible colleagues.Flexible Holiday Time-Off & Flexible Scheduling.Instant access to earned wages with. Enhanced benefits : pet, home & auto insura...Show more
    Last updated: 22 days ago • Promoted
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Core Medical Group • Scituate, MA, US
    Permanent +1
    Core Medical Group is seeking a travel Outpatient Physical Therapist for a travel job in Scituate, Massachusetts.Job Description & Requirements. Client in MA seeking Physical Therapist.We are lo...Show more
    Last updated: 30+ days ago • Promoted
    Commission Sales Associate - Mens, Part Time - Chestnut Hill

    Commission Sales Associate - Mens, Part Time - Chestnut Hill

    Bloomingdale's • Chestnut Hill, MA, US
    Part-time
    Day-1 Medical, Dental, Vision Benefits for eligible colleagues.Flexible Holiday Time-Off & Flexible Scheduling.Instant access to earned wages with . Enhanced benefits : pet, home & auto ...Show more
    Last updated: 30+ days ago • Promoted
    Complete Online Surveys For Cash (Up to $25 / per)

    Complete Online Surveys For Cash (Up to $25 / per)

    Earn Haus • Gloucester, MA, US
    Full-time +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...Show more
    Last updated: 3 days ago • Promoted
    Investment Consultant (External Wholesaler)

    Investment Consultant (External Wholesaler)

    City National Bank • Boston, MA, United States
    Full-time
    INVESTMENT CONSULTANT - Remote based in CO.Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net wort...Show more
    Last updated: 16 hours ago • Promoted • New!
    Underwriter, Wholesale, Specialty Products

    Underwriter, Wholesale, Specialty Products

    Boston Staffing • Boston, MA, US
    Full-time
    Join Our Team As A Remote Underwriter.Come join our amazing team and work remote! We are hiring Underwriters for our Non-Agency Products-NO DE REQUIRED! The Wholesale Underwriter will underwrite lo...Show more
    Last updated: 11 days ago • Promoted
    Clinical Psychologist (Child or Adult) - Cohasset, MA

    Clinical Psychologist (Child or Adult) - Cohasset, MA

    LifeStance Health • Cohasset, MA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 9 days ago • Promoted
    Branch Wholesale Product Specialist

    Branch Wholesale Product Specialist

    Sherwin-Williams • Dorchester, MA, United States
    Full-time
    This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Wholesale Product Spe...Show more
    Last updated: 6 days ago • Promoted
    Clinical Psychologist (Child or Adult) - Greenbush, MA

    Clinical Psychologist (Child or Adult) - Greenbush, MA

    LifeStance Health • Greenbush, MA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 9 days ago • Promoted
    Branch Wholesale Product Specialist

    Branch Wholesale Product Specialist

    The Sherwin-Williams Company • Dorchester, MA, United States
    Full-time
    This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Wholesale Product Spe...Show more
    Last updated: 6 days ago • Promoted
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Dynata • Brockton, Massachusetts, US
    Permanent
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.Make sure to apply with all the requested information, as laid out in the job overvi...Show more
    Last updated: 21 days ago • Promoted