External Wholesaler - FI
$63.54k - $85.8kReliance Matrix
Job Responsibilities and Requirements
The External Wholesaler - FI is responsible for prospecting, developing, maintaining, and enhancing sales relationships with licensed financial advisors and sales management in the financial institution distribution channel to increase sales of Reliance Standard's annuity products.
Sales Funnel: * Develop and execute appropriate business plan to maximize territory sales and meet revenue objectives by identifying and developing top producing financial advisors
* Represent the company in a highly professional manner
* Support the strategic activities of the National Accounts Manager
* Work closely with assigned relationship manager to deliver sales goals by identifying and fostering leads
* Build and cultivate relationships within the Financial Institutions channel to build awareness of product benefit and features and ensure our products and services meet their needs
* Prepare and deliver clear, convincing and professional sales presentations to small and large audiences Relationships: * Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
* Develop and maintain effective working relationships with team members, internal partners, and external parties Sales Support: * Conduct product and sales meetings through individual and group training sessions, seminars, workshops, webinars and branch meetings to deliver advisor and client solutions
* Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity
* Partner with internal colleagues, to strategically align resources that deliver optimal territory sales results Required Knowledge, Skills, Abilities and/or Related Experience * 4-year degree in business or related field plus at least five years of related experience
* Life Insurance License required; industry designations preferred
* 4+ years' wholesaling experience - Financial Institutions and Broker Dealer channel experience a plus
* 4+ years' experience with annuities, insurance or other financial products
* Fundamental concepts, principles and practices of the life insurance industry and asset management products.
* Strong sales and relationship management experience required
* Understanding of how annuity products fit within the overall retirement planning landscape preferred
* Analytical skills and excellent communication and presentation skills are a must
* Demonstrated ability to productively schedule time and organize around priorities
* Self-motivated and directed The expected hiring range for this position is $63,540.00 - $85,800.00 annually. This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future. Work location may be flexible if approved by the Company. What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset—you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits: * An annual performance bonus for all team members
* Generous 401(k) company match that is immediately vested
* A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
* Multiple options for dental and vision coverage
* Company provided Life & Disability Insurance to ensure financial protection when you need it most
* Family friendly benefits including Paid Parental Leave & Adoption Assistance
* Hybrid work arrangements for eligible roles
* Tuition Reimbursement and Continuing Professional Education
* Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
* Volunteer days, community partnerships, and Employee Assistance Program
* Ability to connect with colleagues around the country through our Employee Resource Group program Our Values: * Sustainable Performance
* Continuous Improvement
* Customer Experience
* Collaboration
* Empowerment
* Sense of Community EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications. #LI-Remote .
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the External Wholesaler - FI in Remote vacancy
$63.54k - $85.8k
...Job Responsibilities and Requirements The External Wholesaler - FI is responsible for prospecting, developing, maintaining, and enhancing sales relationships with licensed financial advisors and sales management in the financial institution distribution channel to increase...SuggestedImmediate startRemote workFlexible hours- ...We are seeking a highly motivated and relationship-driven External Wholesaler to join our growing sales team. This individual will be responsible for developing and maintaining relationships with financial advisors, investment professionals, and intermediary partners...SuggestedFull timeHome office
- ...Broker-Dealer Business Consultant External Wholesaler – Midwest Region Position Overview We are seeking an experienced Broker-Dealer Business Consultant / External Wholesaler to join our sales and distribution team, covering the Midwest territory. This individual...SuggestedFull timeWork at officeRemote work
$150k - $350k
...serves a diverse client base across the United States, combining local expertise with national reach. Role Description The External Wholesaler is a full-time, hybrid role based in the Greater Chicago Area, with flexibility for some work-from-home arrangements. This...SuggestedFull timeLocal areaWork from home- ...Effective interpersonal and written communication skills Ability to provide excellent customer service to both internal and external customers Effective time management skills Ability to prioritize and accomplish multiple tasks simultaneously Capable of...SuggestedWork at officeLocal areaRemote work
- ...Join to apply for the External Wholesaler role at John Hancock 1 day ago Be among the first 25 applicants Join to apply for the External Wholesaler role at John Hancock Get AI-powered advice on this job and more exclusive features. Job Posting Description Manulife John...Full timeTemporary workLocal areaRemote workHome office
$190k
...Relocation assistance: is not available for this opportunity. Requisition #: 76832 The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth...Full timeWork experience placementWork at officeRemote workWork from homeRelocation package$61.2k
...Where you’ll work: This is a fully remote position in the assigned territory . How you’ll contribute: As an External Wholesaler, you’ll be responsible for providing investment professionals with the ability to help their clients achieve financial freedom...Full timeTemporary workWork at officeRemote workRelocation packageFlexible hours$65k
...External Wholesaler (Regional Marketing Director - RMD) We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report to the Regional Vice President. As a RMD, you'll generate Penn Mutual life...Work at officeHome office- ...in all 50 states. We value: Our internal team members, external partners, and affiliated advisors. Interested in learning more... ...FIG. JOIN OUR TEAM TODAY! YOUR ROLE: VP, External Wholesaler – Institutional Channel This role is a supercharged pace of...Live inHome office
- Prudential Financial is seeking an External Wholesaler to grow fixed and variable annuity sales across Bank/Wire and Edward Jones channels in multiple western states. The role emphasizes strategic territory development, advisory relationships, and expert retirement-income...Remote job
- A leading financial services provider is looking for an External Wholesaler to join their team in the Pacific Northwest Region. This remote/hybrid role involves building relationships with financial professionals and managing territory sales goals. Ideal candidates will...Remote jobWork at office
- ...candid dialogue that deepens understanding and enables highly tailored tax-exempt investment solutions. Role Description The External Wholesaler is a full-time, hybrid role based in TX covering the South West territory, with flexibility for work from home. This role is...Full timeWork from home
$120k - $225k
...External Wholesaler, Sub-Advised Insurance Distribution We are seeking an External Wholesaler, Sub-Advised Insurance Distribution, to support the growth of Wellington's investment capabilities across insurance platforms and sub-advisory relationships. This individual...Remote workWork from homeHome officeFlexible hours1 day per week- National Life Group is seeking a dynamic External Wholesaler, Life and Annuity Distribution for the West Coast, Spanish-speaking market. The role is remote in the USA and targets growth with distribution partners to drive life and annuity sales while maintaining strong...Remote work
- Prudential's Individual Retirement business seeks an External Wholesaler to grow fixed and variable annuity sales across the Bank/Wire channel in Greater New York City. This remote role requires travel within the territory and collaboration with internal wholesalers to...Remote work
- Senior External Wholesaler - Structured Products Location: Remote (U.S.) Compensation: Competitive base salary, plus variable compensation tied to performance | W2 with benefits About the Role Our client, a growing financial services firm, is seeking a Senior External...Remote work
$75k
...longevity of a leading mutual institution. Job Title: RIA External Advisor Consultant Location Designation: Fully Remote... ...Investments is seeking a dynamic and results-driven External Wholesaler to represent our investment solutions—including mutual funds,...Local areaRemote work- A leading financial services firm is searching for an External Wholesaler in the New England Region. You will drive sales of life and disability products through established relationships with financial professionals. The ideal candidate will possess strong sales experience...Remote jobWork at office
- ...based in the region. Firms targeted will include Ameriprise, Cetera, LPL, Osaic, Raymond James, Wells, etc. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s,...Home office
$125k - $300k
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture...Full timeTemporary workWork at officeImmediate startRemote work$100k - $125k
...is eager to jump-start their career in the financial services industry by joining our growing Internal Wholesaler team. The Internal Wholesaler will assist the External Wholesaler in the sales and marketing efforts in their assigned sales territory. The Internal will...Full timeTemporary workWork at officeHome office$100k - $110k
...Global Investment Management Firm seeking an Internal Wholesaler to sell into RIA's. Location Requirements : Four days a week on-site... ...sales and relationship partner, collaborating closely with external sales professionals to strategically develop RIA's in your assigned...Full timeRemote work1 day per week$100k
...and services, we want to know more about you! As a Regional Wholesaler, we'll count on you to sell Nationwide retirement plan investment... ...401(k) sales experience. Investment professional, internal or external wholesaler, field servicing or other relationship management...Full timeTemporary workPart timeCasual workWork at officeRemote workHome officeNight shift3 days per week$100k
...and services, we want to know more about you! As a Regional Wholesaler, we'll count on you to sell Nationwide retirement plan investment... ...401(k) sales experience. Investment professional, internal or external wholesaler, field servicing or other relationship management...Full timeTemporary workPart timeCasual workWork at officeRemote workHome officeNight shift3 days per week$80k
...your own. That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to... ...territory. You will fill an existing role that sits on a team of 16 external wholesalers (West Division). Your colleagues will include both...Full timeWork at officeFlexible hours- ...Effective interpersonal and written communication skills Ability to provide excellent customer service to both internal and external customers Effective time management skills Ability to prioritize and accomplish multiple tasks simultaneously Capable of...Work experience placementWork at officeLocal areaRemote workWork from home
$101.23k - $172.36k
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help...Remote work$101.23k - $172.36k
Investment Consultant - Remote Based In/Around Baltimore, DC Or Northern Virginia Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed...Remote work- ...individuals with disabilities to perform the essential functions. Ability to provide excellent customer service to both internal and external customers Experience with PCs in a Windows environment Demonstrated proficiency in basic computer applications such as...Work experience placementWork at officeLocal areaRemote workWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to External Wholesaler - FI. Be the first to apply!





