Regional Wholesaler (RVP) - Annuity Brokerage
Core
Market annuity service products through various financial institutions including banks, wire houses, and independent broker dealers to improve customer financial well-being.
Role type
Regional Wholesaler (RVP)
Builds
Annuity products and services for financial advisors and their clients
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Financial product marketing, relationship building with financial advisors, training and education delivery, territory management, sales coordination, regulatory compliance
Preferred skills
Advanced financial planning designations (CLU, ChFC, CFP), public speaking for large audiences, state continuing education instruction
Technologies
Seibel CRM, Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Identify and connect with financial advisors to promote annuity products; assist advisors in marketing to prospects; conduct training seminars and one-on-one sessions; coordinate with corporate specialists on cross-selling; manage territory and monitor activities; provide field support and expertise to producers; coordinate licensing of producers; act as liaison with corporate headquarters.
Seniority
Mid-Senior level, hands-on sales role