MANAGER, INT WHOLESALER

Overview At Oceanview Life and Annuity Company, we are more than a financial services provider - we are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - a leading investment firm with approximately $33.9 billion in assets under management as of December 31, 2025 - we have rapidly grown to over $17 billion in consolidated assets as of December 31, 2025. Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on. Why join Oceanview? Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind. Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas. Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development. Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs. Strong partnerships: Engage with a broad network of over 19,000 agents, independent marketing organizations, banks and broker-dealers. At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us. Responsibilities Oceanview Life and Annuity (OVLAC) is hiring an Internal Wholesaler Manager to join our growing team. The ideal candidate will be responsible for driving sales by proactively and reactively marketing OVLAC as a premier provider of MYGA and FIA. This is accomplished by developing new Agent leads and cultivating existing relationships within our distribution channels. Lead and manage the Internal Wholesaling function for an assigned region, driving sales growth and increasing OVLAC’s market share of MYGA and FIA. Develop, execute, and continuously refine territory-level sales strategies in partnership with Sales and National Account Leadership. Oversee day-to-day sales activity, ensuring consistent execution of proactive outreach, inbound sales support, and follow-up discipline across the team. Establish and deepen relationships with key agents, agencies, and distribution partners, positioning OVLAC as a premier annuity provider. Coach, mentor, and develop internal wholesalers and junior team members to elevate sales effectiveness, product knowledge, and professional growth. Monitor your regional performance metrics (activity levels, conversion rates, pipeline growth) and implement action plans to achieve or exceed sales targets. Serve as a senior subject matter expert on OVLAC annuity solutions, providing advanced case consultation and sales guidance to both internal staff and external partners. Partner with Product, Marketing, and Sales Leadership to communicate competitive intelligence, market trends, and field feedback to influence product positioning and strategy. Ensure accurate and consistent use of CRM (Salesforce) to track sales activity, pipeline management, and reporting across the team. Lead and participate in high-impact initiatives including call campaigns, product launches, and strategic sales programs. Collaborate cross-functionally with Operations, Compliance, Marketing, and other business units to enhance the advisor and client experience. Represent OVLAC at regional and national meetings, conferences, and webinars; support and at times lead territory presentations and training sessions. Oversee the creation and delivery of illustrations and sales concepts, ensuring quality, accuracy, and alignment with client needs. Identify training gaps and implement ongoing development programs to strengthen team capabilities and sales results. Maintain regular communication with senior leadership regarding performance, risks, opportunities, and resource needs. Qualifications Bachelor's Degree preferred. Financial services experience desired. 5 years of sales experience. Attention to detail to ensure the accuracy of reports, correspondence, and database. Ability to handle multiple projects and adapt to an ever-changing environment. Skills Proficient in Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems (Salesforce). Exceptional verbal and written communication abilities. Certifications State Insurance License preferred. Location and Compensation This role will be based in Denver, CO. This role will be Hybrid (3x a week in the office) Base compensation is expected to be $80,000 - $100,000* with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training. EEOC Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law. #J-18808-Ljbffr Oceanview Life and Annuity