Iowa Licensed Business Solutions Wholesaler

A company is looking for a Regional Wholesaler - Business Solutions (Remote). Key Responsibilities Prospect for new advisors and brokers, onboard, train, and educate them on Business Owner Solutions (BOS) Build partnerships with sales teams to identify and establish new advisor relationships Provide subject matter expertise to advisors and brokers regarding BOS Required Qualifications, Training, and Education Bachelor's degree or eight years of equivalent experience required; 2+ years in financial services, sales, or marketing preferred CLU, CFP, or ChFC designations preferred Broad understanding of insurance operations, products, and marketing strategies Life and Variable Life insurance license required; FINRA SIE, Series 6, or equivalent and Series 63 or equivalent registration needed Travel expectations of up to 4-6 times per year

Apr 12, 2025 - 00:44

A company is looking for a Regional Wholesaler - Business Solutions (Remote). Key Responsibilities Prospect for new advisors and brokers, onboard, train, and educate them on Business Owner Solutions (BOS) Build partnerships with sales teams to identify and establish new advisor relationships Provide subject matter expertise to advisors and brokers regarding BOS Required Qualifications, Training, and Education Bachelor's degree or eight years of equivalent experience required; 2+ years in financial services, sales, or marketing preferred CLU, CFP, or ChFC designations preferred Broad understanding of insurance operations, products, and marketing strategies Life and Variable Life insurance license required; FINRA SIE, Series 6, or equivalent and Series 63 or equivalent registration needed Travel expectations of up to 4-6 times per year