External Wholesaler Northeast

WHO WE ARE:

Financial Independence Group is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in all 50 states.

We value:

Our internal team members, external partners, and affiliated advisors.

JOIN OUR TEAM TODAY!

This role is a supercharged pace of reaching out to prospective financial professionals to attract them to work with FIG, a leader independent financial services distribution. Wholesale annuity products from leading carriers including Corebridge, Mass Mutual Ascend and North American, plus a deep bench of other carriers to independent advisors. Manage a geographic territory based on available firms and coordinate and help lead and develop an internal wholesaler.

Manage to assigned T&E budget. Adhere to all firm and compliance policies. Represent FIG in professional fashion.

• Lead a start up territory calling on independent financial advisors in approved FIG firms to $120M run rate within 12 months. Run rate target $5M / month by end of Q1 and $8M / month end of Q2. Long term expectation $200-$250M+ in annual annuity volume
• Drive 30+ appointments per week with financial advisors in territory on a weekly basis. Target an average of 8-10 live appointments per week with the balance being documented virtual appointments
• Focus on B/D firms where FIG has forged formalized relationships with home offices
• Build relationships specifically with LPL advisors and drive sales of products from The Standard
• Ability to learn and comprehend concepts and products quickly
• Live role play with leadership to understand prospect pitches
• Accountable to weekly and regular fast-paced metrics
• Work with internal Ops, licensing, and other teams to assure best client experience when transacting business with FIG
• Adhere to firmwide CRM and administrative standards
• Collaboration with Barnabas Capital for RILA referrals and RIA Insurance Solutions for fee-based referrals

• Undergraduate degree in:
  Business (Finance, Accounting, Marketing, etc.) - Preferred
• Proven success within a sales environment – Minimum three years of financial services wholesaling experience preferred
• Proven relationships with advisors and firms in identified wholesaling territory. Ability to translate into fast sales
• Perseverance, strong positive attitude, and repetition are all key strengths needed for optimal success in this role
• Clear verbal and written communication skills
• Live in territory - willingness to travel based on territory / relationship needs
• Finra securities and life insurance licenses required