Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Annuity Internal Wholesaler - West Coast Territory

$90k - $105k

Guardian Life

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.

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.

You will

  • 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.

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.

  • Demonstrate abilities in time management; 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.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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, affectional 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 inquires 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.

Notice Regarding Guardian's Use of Artificial Intelligence in Recruitment

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 (Careers at Guardian at ). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian's use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to View email address on click.appcast.io , making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian's document retention policy, a copy of which you may request via View email address on click.appcast.io .

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here ( .

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

Visa Sponsorship:

Guardian Life 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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Annuity Internal Wholesaler - West Coast Territory in Washington DC vacancy
  • $90k - $105k

     ...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... 
    Suggested
    Remote work

    Guardian Life

    Washington DC
    1 day ago
  • $90k - $105k

    Guardian Life is looking for an Annuity Internal Wholesaler in Washington D.C. This remote position requires at least 3 years of experience in annuities, excellent relationship management skills, and a Bachelor's degree. Key responsibilities include collaborating with an... 
    Suggested
    Remote job

    Guardian Life

    Washington DC
    1 day ago
  • » » AVP, Capital Markets (Internal Wholesaler)**Job Title:** AVP, Capital Markets (Internal Wholesaler)**Job Location:** Alexandria, VA**Job...  ...relationships with existing advisor contacts* Develop and manage territory pipelines, track advisor interactions, and maintain CRM*... 
    Suggested
    Work at office

    AltsWire

    Alexandria, VA
    2 days ago
  • $80k - $110k

     ...is Built to Conquer Risk ®. Summary As an Internal Wholesaler, you'll partner with our external wholesalers, playing a key...  ...years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts). Objectives... 
    Suggested
    Full time
    Work at office
    Relocation

    Potomac Inc

    Bethesda, MD
    2 days ago
  • $90k - $110k

     ...Description Job Description Job Title: Internal Wholesaler (Investment Sales) Location:...  ...with external wholesalers to execute territory and regional sales strategies Support...  ...preferred (mutual funds, ETFs, SMAs, annuities, or similar products) ~ Strong communication... 
    Suggested
    Full time
    Work at office
    Local area

    Addison Group

    Bethesda, MD
    1 day ago
  • A dynamic investment firm is seeking an AVP, Capital Markets (Internal Wholesaler) to drive capital raising efforts and foster relationships with financial advisors. Candidates should possess 2-5 years of experience in financial sales, be comfortable in a structured environment... 

    AltsWire

    Alexandria, VA
    4 days ago
  • $100k

    External Wholesaler - Mid-Atlantic Potomac Washington, District of Columbia, United States...  ...The External Wholesaler, along with their internal team member, will support and grow...  ...products and services within the assigned territory. Travel within the territory to conduct... 
    Base plus commission
    Work experience placement

    Potomac

    Washington DC
    2 days ago
  • $100k

    Potomac seeks an External Wholesaler for the Mid-Atlantic Region to support and grow its investment strategies. The role involves representing...  ...the ability to present investments dynamically and manage territory budgets effectively. Strong qualifications include necessary... 
    Base plus commission

    Potomac

    Washington DC
    2 days ago
  • Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC page is loaded## Senior Market Leader, External Wholesaler, Mid-Atlantic...  ...preferred* 5+ years of external intermediary sales and territory management experience with an established distributor of ETF,... 
    Flexible hours

    Northern Trust Corp

    Washington DC
    4 days ago
  •  ...responsibilities include defining and executing underwriting strategy, establishing dynamic risk frameworks, and partnering with internal teams to embed risk-adjusted decision-making into the go-to-market strategy. Applicants for the VP of Merchant Underwriting position... 

    Confidential

    Washington DC
    23 hours ago
  • $130.53k - $221.92k

    Northern Trust, a leading financial institution, is seeking a motivated individual for a sales role in Washington, DC. This position focuses on building client relationships and driving sales growth within the Intermediary Channel. The ideal candidate will possess a BA/...

    CFA Institute

    Washington DC
    3 days ago
  • $115k - $135k

     ...about using data and analysis to strengthen our relationships with our merchant partners, drive product analytics, and influence internal strategy. We are a close‑knit group of hardworking, fast‑learning individuals who value discussing different perspectives to innovate... 
    Full time
    Work at office
    Flexible hours

    Upside

    Washington DC
    4 days ago
  • $300k

     ...operational headaches. Our structure allows you to focus on what matters getting in front of business owners and closing deals while our internal teams handle onboarding, implementation, and ongoing merchant support. Why Experienced Merchant Services Reps Join Us ~ High... 
    For contractors

    Appstar

    Washington DC
    a month ago
  • A leading office supply company seeks a dedicated remote sales professional to drive business growth in Washington, DC and Richmond, VA. The ideal candidate will possess strong selling and presentation skills, with 1-3 years of sales experience. You will be responsible ...
    Remote job
    Work at office
    Flexible hours

    Launch your career growth with Staples stores.

    Washington DC
    3 days ago
  • About the Team Our New Verticals team launched in 2020 with the purpose of delighting our customers and empowering local communities outside of just restaurants. Since then, we’ve launched Grocery, Convenience, Alcohol, Retail, and DashMarts while also building merchant...
    Hourly pay
    Work at office
    Local area
    Flexible hours
    Shift work

    DoorDash

    Washington DC
    23 hours ago
  • Affirm is seeking a Client Success Manager to manage accounts and build long-term partnerships with merchants. This role involves contract management, performance analysis, and cross-functional team collaboration to optimize results. Ideal candidates will have over 5 years...
    Remote job
    Contract work

    Affirm

    Washington DC
    1 day ago
  • $115k - $135k

    A technology company in Washington D.C. is looking for a Data Analyst to lead data analysis and strengthen relationships with merchant partners. The ideal candidate has over 2 years of experience in data analytics, excellent project management skills, and the ability to...

    Upside

    Washington DC
    1 day ago
  • DoorDash is seeking a Senior Associate to join their Convenience Merchant Strategy & Operations team in Washington, DC. In this role, you will lead growth projects for major Convenience merchants, enhancing customer experience and merchant performance while hitting aggressive...

    DoorDash

    Washington DC
    23 hours ago
  • $190k

     ...impactful decisions. # You will partner with research, marketing, operations, business development, and integration engineers to drive internal advocacy for integration customers while driving awareness of new features and products Basic Qualifications # Minimum 5... 
    Full time
    Work at office
    Remote work

    Uber

    Washington DC
    15 days ago
  • Paybility is seeking motivated sales professionals in Washington, D.C. for a commission-only role that offers unlimited earning potential through monthly residual income. You'll be responsible for prospecting new client relationships and managing your own book of business...
    Remote job
    Flexible hours

    Paybility

    Washington DC
    23 hours ago
  • $30k

    Rapid Finance is looking for a Business Advisor in Bethesda, MD. This role involves building relationships with small to mid-sized businesses, offering financing solutions, and working in a fast-paced sales environment. You will receive comprehensive training to prepare...

    Rapid Finance

    Bethesda, MD
    23 hours ago
  • $100k

    Sales Team Opportunity National Retail Solutions Plus nrsplus.com provides Point of Sale and Credit Card Processing technology to our customers. Our sales team is rapidly growing and you could be a vital teammate with us. We offer a base salary, commissions, a travel...

    IDT

    Washington DC
    2 days ago
  • $78k - $115k

    About the Team The New Verticals team is building the future of local commerce through expanding our product offerings on our marketplace platform. We launched in 2020 and have since then built world-class operations to delight our customers with access to Grocery...
    Hourly pay
    Work at office
    Local area
    Remote work
    Flexible hours

    DoorDash

    Washington DC
    more than 2 months ago
  • $128k - $173k

    Job Description Job Description At Koalafi, we believe in a world where no one has to put an important purchase on hold. That's why we're making it easier for more people to pay for big purchases over time. Retailers across the country rely on us to offer flexible...
    Work at office
    Remote work
    Flexible hours

    Koalafi

    Arlington, VA
    20 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Annuity Internal Wholesaler - West Coast Territory. Be the first to apply!