Senior Internal Wholesaler
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F&G
Job highlights
Summary
Join Fidelity & Guaranty Life Insurance Company (F&G) as a Sr. Internal Wholesaler and build relationships with Bank and Independent Broker-Dealer partners to boost sales in the Financial Institutions channel. Collaborate with an external wholesaler to develop and implement sales, marketing, and distribution strategies for F&G's annuity products. This role requires a deep understanding of F&G products, virtual sales tools, and the annuity marketplace. You will be responsible for outbound and inbound communication, training, and marketing material fulfillment. The position demands strong sales, relationship management, and communication skills. F&G offers a flexible work environment with options for in-office, hybrid, and remote work arrangements.
Requirements
- Bachelorβs degree in Business, Marketing, or related field
- 5+ years of professional work experience with demonstrated background in serving customers, working collaboratively across internal or external teams, problem solving, and the ability to effectively communicate both in small or large group settings
- 2+ plus years of experience in the Insurance or Financial Services Industry
- Highly knowledgeable regarding the annuity marketplace
- Expert in utilizing illustration software and other sales tools to showcase our annuity solutions
- General knowledge on capital markets and financial planning
- Effective and articulate phone presenter and trainer
- Life Insurance License
- Series 6 or 7 and 63 required
- Demonstrated strong sales, relationship management, and marketing skills as well as internal corporate relationship management capabilities
- Superior communication skills - oral, written and interpersonal communication skills are critical
- Creativity β ability to package often commonly available information and ideas in a creative way
- High activity level β history of taking projects from start to finish; an attitude of doing the job
- Strong problem solving, analysis skills and results oriented
- Advanced knowledge MS Office, Teams, Word, Excel and Power Point required
- Proficient with contact management applications (ie. Salesforce)
Responsibilities
- Assist in growing Fixed, Fixed Indexed, & Registered Indexed-Linked Annuity sales with our Bank & Broker-Dealer partners by positioning and differentiating F&G from our core competitors
- Work closely with assigned RVP partner to develop business & marketing plans to achieve appropriate market share at each Broker-Dealer (B-D) in your assigned territory
- Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures
- Thorough knowledge and skills involving virtual sales and training tools, such as Microsoft Teams
- Profile and segment the advisors in your territory to maximize your efficiency with targeted sales initiatives
- Daily activities to include: significant and intentional outbound and inbound phone conversations, training webinars, fulfillment of marketing material requests, and more
- Proficiency in utilizing all applications i.e.: company website, Salesforce, illustration software, F&Gβs financial professional portal, and more
- Responsible for executing outbound call and email campaigns to top producing advisors and top prospects related to F&G products, processes and people
- Build relationships with other business units and key centers of influence inside F&G
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
Preferred Qualifications
Previous sales experience desired in the bank and/or broker-dealer channel
Benefits
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements
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