Annuity External Wholesaler

Location
Richmond, Virginia
Salary
Not Specified
Posted
Apr 13, 2018
Closes
Jun 12, 2018
Ref
547451A5-E541-4#GIJ--BrighthouseFinancial.1
Job Type
Not Specified
Career Level
Not Specified

Brighthouse Financial is a new company established by MetLife. Were on a mission to help people achieve financial security. Built on a foundation of industry knowledge and experience, we specialize in offering essential annuity and life insurance products designed to help customers protect what theyve earned and ensure it lasts more predictably. In an industry that often has a reputation for complexity, confusion, and cost, Brighthouse Financial is different. Our approach includes simplicity, transparency, and more value so customers can face the future with confidence.

Brighthouse Financial is seeking passionate, high-performing team members to help us carry out our mission and be part of an exciting journey toward improving the financial futures of our millions of customers. Sound like you? Read on.

Role Value Proposition:

Responsible for providing investment professionals the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.

Key Responsibilities:

  • Responsible for building new and maintaining existing relationships with financial advisors in wire-houses and the independent financial planner channel to increase revenue from annuity sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job
  • Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients
  • Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuities
  • Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financials products, describe our value proposition and present our products in the context of sales ideas
  • Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
  • Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing
  • Responsible for keeping financial advisors informed of rapidly changing products and service agreements
  • Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents
  • Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)

Essential Business Experience and Technical Skills:

  • 5+ years sales experience wholesaling in the industry (internal, external or combination)
  • Prior Point of Sale experience preferred
  • Proven ability to build strong relationships
  • Proven ability to grow a territory as measured by sales and persistency of business
  • NASD Series 6 or Series 7, 63 and Virginia Life & Health
  • In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance
  • Ability to work independently and to communicate clearly and concisely
  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale
  • Excellent presentation skills, both in creation and delivery, to current and prospective clients
  • Expected to maintain a thorough knowledge of existing, new and enhanced products
  • Bachelors degree in related field or equivalent experience

Travel:

Up to 75%

Number of Openings:

1

Similar jobs

Similar jobs