Annuity Internal Wholesaler - West Coast Territory
$90k - $105kGuardian Life
Job Overview The Western Territory Annuity Internal Wholesaler will proactively partner with an External Wholesaler to develop and grow sales in alignment with business plans. This individual will be engaged in all areas of annuity sales distribution, including illustrations, product knowledge, sales strategies, marketing, and commissions. Key partners include Guardian Product, Distribution, Financial Professionals, Marketing, and Sales. Who you are A great teammate who is goal-oriented and focused on success. You have a strong ability to build and maintain relationships with clients and key partners. What you will do Work collaboratively with External Wholesaler to build and manage relationships within territory. Proactively follow up on annuity illustrations and large cases. Initiate sales calls daily to strengthen relationships and provide marketing and sales support. Provide advanced case design support. Work with External Annuity Wholesaler to identify new sales opportunities across product lines. Continually monitor practices of competition and report findings to Management when appropriate. Generate comprehensive reports, presentations and ad‑hoc special projects as needed. What you have Life License Series 6 Bachelor’s degree Demonstrated understanding of the competitive landscape, financial markets, and industry related topics. Knowledge of and experience with annuities – minimum 3 years experience. Strong understanding of competitive marketplace. Proven ability to show leadership in establishing excellent relationships with key support areas inside Guardian. Excellent relationship management / client relations skills. Demonstrated time‑management abilities; including managing multiple projects and meeting strict deadlines. Success Measures Meet and exceed target sales expectations. Track and improve number of productive producers within the annuities space. Facilitate collaborative relationships across Guardian. Location & Travel This is a remote role with minimal travel. Salary Range $90,000 - $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, gender identity or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. Please note: this resource is for accommodation requests only. For all other inquiries related to your application and careers at Guardian, refer to the Guardian Careers site. Visa Sponsorship Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship. AI Recruitment Notice As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools”) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website. All hiring decisions will be made by Guardian colleagues, and the use of AI tools does not replace human judgment or discretionary decision making. If you would like to opt out of the use of AI tools during your application process, or request a reasonable accommodation, you may email View email address on click.appcast.io within ten business days of submitting your application. Guardian will retain your applicant materials and resume in accordance with its document retention policy, and a copy of that policy may be requested via the same email address. Guardian will also publish the most recent bias audit results for such AI tools, which may be found at #J-18808-Ljbffr
$90k - $105k
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