Top 10 Internal wholesaler Jobs in Charlotte Nc

External Wholesaler - Northeast United States
Financial Independence Group, LLC —Cornelius, NC
- Mid-level
- Finance
- Bachelor's degree
Quick Apply
Key Account Manager II
Advantage Solutions —Charlotte, NC
- Full-time
- Sales
- Mid-level
- Contracts
GEAR QUOTATION SPECIALIST
City Electric Supply —Huntersville, NC
- $70,000 - $90,000 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- AD&D insurance
- Paid holidays
Internal Wholesaler - Life
Pacific Life Insurance Company —Charlotte, NC
- Full-time
- 3 years
- Senior level
- Communication skills
- Paid parental leave
- Paid holidays
Quick Apply
7h
Inside Sales
TIAA —Charlotte, NC
- $64,000 - $89,600 a year
- Online Application
- Writing skills
- Mid-level
- Travel
- 401(k)
Regional Sales Manager - Electrofusion
IPEX USA LLC —Pineville, NC
- Full-time
- Microsoft Excel
- Marketing
- Office
AVP, Insurance Solutions & Advisor Enablement
LPL Financial —Fort Mill, SC
- $106,605 - $177,572 a year
- Full-time
- 7 years
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
7h

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internal wholesaler jobs near charlotte nc

External Wholesaler - Northeast United States

Financial Independence Group, LLC -
Cornelius, NC

Quick Apply

Job Details

Qualifications

Life Insurance License
Experience practicing in the securities industry

Full Job Description

WHO WE ARE:

Financial Independence Group is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in all 50 states.

We value:

Our internal team members, external partners, and affiliated advisors.

Interested in learning more? Click here to find out what it’s like to work at FIG.

JOIN OUR TEAM TODAY!

YOUR ROLE:

VP, External Wholesaler – Institutional Channel

This role is a supercharged pace of reaching out to prospective financial professionals to attract them to work with FIG, a leader independent financial services distribution

Wholesale annuity products from leading carriers including Corebridge, Mass Mutual Ascend and North American, plus a deep bench of other carriers to independent advisors. Manage a geographic territory based on available firms and coordinate and help lead and develop an internal wholesaler. Manage to assigned T&E budget. Adhere to all firm and compliance policies. Represent FIG in professional fashion.

HOW YOU WILL MAKE AN IMPACT:

Lead a start up territory calling on independent financial advisors in approved FIG firms to $120M run rate within 12 months. Run rate target $5M / month by end of Q1 and $8M / month end of Q2. Long term expectation $200-$250M+ in annual annuity volume
Drive 30+ appointments per week with financial advisors in territory on a weekly basis. Target an average of 8-10 live appointments per week with the balance being documented virtual appointments
Focus on B/D firms where FIG has forged formalized relationships with home offices
Build relationships specifically with LPL advisors and drive sales of products from The Standard
Ability to learn and comprehend concepts and products quickly
Live role play with leadership to understand prospect pitches
Accountable to weekly and regular fast-paced metrics
Work with internal Ops, licensing, and other teams to assure best client experience when transacting business with FIG
Adhere to firmwide CRM and administrative standards

WHY YOU ARE THE RIGHT PERSON:

Undergraduate degree in: Business (Finance, Accounting, Marketing, etc.) - Preferred
Proven success within a sales environment – Minimum three years of financial services wholesaling experience preferred
Proven relationships with advisors and firms in identified wholesaling territory. Ability to translate into fast sales
Perseverance, strong positive attitude, and repetition are all key strengths needed for optimal success in this role
Clear verbal and written communication skills
Live in territory - willingness to travel based on territory / relationship needs
Finra securities and life insurance licenses required

Quick Apply

Refine Your Search

internal wholesaler jobs in charlotte nc

External Wholesaler - Northeast United States

Key Account Manager II

GEAR QUOTATION SPECIALIST

Internal Wholesaler - Life

Inside Sales

Regional Sales Manager - Electrofusion

AVP, Insurance Solutions & Advisor Enablement

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