Annuities External Wholesaler, Bank/Wire Channel (Greater NYC)
Core
Grow fixed and variable annuity sales across the Bank/Wire channel in Greater NYC by developing territory strategies and managing relationships with financial advisors.
Role type
Senior IC sales professional (annuities)
Builds
Fixed and variable annuity products for retirement income
Domain
Financial services / Retirement planning
Required skills
annuity sales, financial advisor relationship management, territory business planning, FINRA Series 6/7/63 licenses, state insurance licenses, retirement income strategies
Preferred skills
experience growing annuity sales in geographically dispersed Bank/Wire channels
Responsibilities
Develop and execute territory sales strategies, build and sustain relationships with financial advisors, deliver product and market presentations, provide point-of-sale support, manage high-travel regional schedule
Seniority
Individual Contributor, experienced sales professional