Annuity Internal Wholesaler

The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This individual will be involved in all areas of Life Brokerage sales distribution: illustrations, product knowledge, sales ideas, marketing, underwriting and commissions.

Key partners include Guardian Product, Distribution, Financial Professionals, Marketing, and Sales.

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.

• 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 Wholesalers and 3rd party accounts 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.

• Life License and FINRA Series 7 or 6 & 63 or 65 required

• Demonstrated understanding of the competitive landscape, financial markets, and industry related topics.

• Knowledge of and experience with annuities – minimum 3 years of wholesaling 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.

• Meet and exceed target sales expectations.

• Track and improve number of productive producers within the annuities space.

• Facilitate collaborative relationships across Guardian.

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.
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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 www.guardianlife.com/careers/corporate/benefits. 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 [email protected]. 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.

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