Employer Industry: Insurance

Why consider this job opportunity:
- Salary up to $125,000
- Opportunity for short-term or annual bonuses and long-term incentives
- Potential for significant career growth within the organization
- Work in a hybrid environment with the flexibility to engage in both virtual and in-person meetings
- Be part of a company committed to making a difference and helping others achieve their goals
- Engage with a dynamic team focused on innovative financial solutions

What to Expect (Job Responsibilities):
- Proactively reach out to financial advisors and key contacts in the assigned territory through various communication methods
- Build and maintain strong relationships with strategic partners, registered representatives, and firms
- Develop an effective outreach strategy aligned with company and territory goals
- Identify new sales opportunities and expand the existing client base
- Present technical product knowledge and market insights to clients and advisors

What is Required (Qualifications):
- Bachelor’s degree or equivalent on-the-job experience
- Series 7 and Series 63 licenses required
- Minimum of 3 years of wholesaling experience, either internal or external
- Technical proficiency with mutual funds, ETFs, and other investment products
- Strong understanding of market dynamics and the sales process, including client prospecting and closing sales

How to Stand Out (Preferred Qualifications):
- Demonstrated knowledge of investment trends and the financial advisory business
- Excellent public speaking and presentation skills
- Strong work ethic with the ability to work independently
- Resourcefulness and superior problem-solving skills
- Willingness to travel up to 50% of the time

#Insurance #SalesOpportunity #CareerGrowth #FinancialAdvisory #HybridWork

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