Internal Sales Consultant

• Develop, manage, and grow annuity sales within an assigned territory through a hybrid internal/external approach
• Conduct virtual and in-person meetings with financial advisors to educate them on annuity products, features, and applications
• Provide advanced case design and sales support, including income planning, retirement solutions, and wealth-transfer strategies
• Identify new advisor opportunities and deepen relationships with existing producers
• Maintain detailed activity, pipeline, and sales reporting via CRM
• Stay current on product developments, regulatory changes, and the competitive landscape
• Collaborate cross-functionally with marketing, sales management, and operations teams to drive growth and service excellence

• Bachelor’s degree or equivalent experience preferred
• 3+ years of experience in financial services sales
• Annuity wholesaling experience strongly preferred
• Thorough understanding of fixed, fixed indexed, and/or variable annuity products
• Proven ability to influence and educate financial advisors in a consultative sales environment
• Strong phone, virtual presentation, and in-person communication skills
• Demonstrated success managing a sales territory and driving results
• Ability to travel within the assigned territory as needed
• FINRA Series 6 or 7 required
• FINRA Series 63 or 66 required
• Life & Health Insurance license required
• Securities Industry Essentials (SIE) required
• Relationship-building and consultative selling skills
• Annuity and retirement income expertise
• Time management and prioritization skills
• Presentation and training skills
• CRM proficiency and sales reporting discipline
• Results-driven mindset with strong follow-through

Demonstrates expertise in annuity products, including fixed, fixed indexed, and variable annuities, while effectively managing sales territories and building relationships with financial advisors. Proficient in consultative selling, CRM usage, and delivering impactful presentations to drive sales growth.

• Annuity Wholesaling Experience
• FINRA Series 6 or 7
• FINRA Series 63 or 66
• Life & Health Insurance License
• Securities Industry Essentials (SIE)

• Annuity Product Knowledge
• Sales Territory Management
• Consultative Selling
• Sales Reporting
• Income Planning
• Retirement Solutions
• Wealth-Transfer Strategies
• CRM Proficiency
• Virtual Presentation Skills
• In-Person Communication Skills

• Relationship-Building Skills
• Time Management
• Prioritization Skills
• Training Skills
• Results-Driven Mindset

• FINRA Series 6 or 7
• FINRA Series 63 or 66
• Life & Health Insurance License
• Securities Industry Essentials (SIE)

• Financial Services Sales
• Annuity Sales
• Sales Support
• Regulatory Changes
• Competitive Landscape