Annuity Internal Wholesaler – West Coast Territory

🕒 May 26

🇺🇸 United States – Remote

💵 $90k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

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Logo of Guardian Life

Guardian Life

5001 - 10000 employees

Founded 1860

💸 Finance

🧘 Wellness

💰 Non Equity Assistance on 2016-08

Finance • Insurance • Wellness

Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.

📋 Description

• 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. • Monitor practices of competition and report findings to Management. • Generate comprehensive reports, presentations and ad hoc special projects.

🎯 Requirements

• Life License Series 6 • Bachelor’s degree • Minimum 3 years experience with annuities • Strong understanding of competitive marketplace. • Excellent Relationship Management/Client Relations skills. • Demonstrated abilities in time management

🏖️ Benefits

• Flexible working hours • Professional development opportunities • Philanthropic opportunities

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