Washington Licensed Field Wholesaler

A company is looking for a Sr Wholesaler to cover the Washington territory. Key Responsibilities Engage with Financial Professionals from major distribution channels, including Independent Planners, Banks, and Wirehouse firms Represent the company's core lines of business: Variable Annuities, Fixed Annuities, and Mutual Funds Develop and maintain relationships with financial professionals and broker/dealers through sales visits and meetings Required Qualifications Bachelor's Degree 5 or more years of direct sales/marketing experience in wholesaling variable and/or fixed annuities or mutual funds Working knowledge of Salesforce and other business software Series 6 or 7, 63, and Variable Contracts licenses required Strong presentation skills and a proven track record of success

Apr 9, 2025 - 20:30

A company is looking for a Sr Wholesaler to cover the Washington territory. Key Responsibilities Engage with Financial Professionals from major distribution channels, including Independent Planners, Banks, and Wirehouse firms Represent the company's core lines of business: Variable Annuities, Fixed Annuities, and Mutual Funds Develop and maintain relationships with financial professionals and broker/dealers through sales visits and meetings Required Qualifications Bachelor's Degree 5 or more years of direct sales/marketing experience in wholesaling variable and/or fixed annuities or mutual funds Working knowledge of Salesforce and other business software Series 6 or 7, 63, and Variable Contracts licenses required Strong presentation skills and a proven track record of success