The Sr. Internal Wholesaler will be responsible for building relationships with our Bank and Independent Broker-Dealer partners to grow sales in the Financial Institutions channel. This position will partner with an external wholesaler (RVP) to create and execute sales, marketing, and distribution strategies to drive sales of F&G's annuity products in your assigned territory. Looking for passionate and process-driven people to join our team as we expand our distribution in the registered representative space.
The Sr. Internal Wholesaler reports directly to the Director, Internal Sales.
Duties and Responsibilities
Assist in growing Fixed, Fixed Indexed, & Registered Indexed-Linked Annuity sales with our Bank & Broker-Dealer partners by positioning and differentiating F&G from our core competitors
Work closely with assigned RVP partner to develop business & marketing plans to achieve appropriate market share at each Broker-Dealer (B-D) in your assigned territory
Demonstrate thorough, in-depth knowledge of F&G products, practices and procedures
Thorough knowledge and skills involving virtual sales and training tools, such as Microsoft Teams
Profile and segment the advisors in your territory to maximize your efficiency with targeted sales initiatives
Daily activities to include: significant and intentional outbound and inbound phone conversations, training webinars, fulfillment of marketing material requests, and more
Proficiency in utilizing all applications i.e.: company website, Salesforce, illustration software, F&G's financial professional portal, and more
Responsible for executing outbound call and email campaigns to top producing advisors and top prospects related to F&G products, processes and people
Build relationships with other business units and key centers of influence inside F&G
Experience and Education Requirements
Bachelor's degree in Business, Marketing, or related field
5+ years of professional work experience with demonstrated background in serving customers, working collaboratively across internal or external teams, problem solving, and the ability to effectively communicate both in small or large group settings.
2+ plus years of experience in the Insurance or Financial Services Industry
Highly knowledgeable regarding the annuity marketplace
Expert in utilizing illustration software and other sales tools to showcase our annuity solutions
General knowledge on capital markets and financial planning
Effective and articulate phone presenter and trainer
Previous sales experience desired in the bank and/or broker-dealer channel
Life Insurance License
Series 6 or 7 and 63 required
Knowledge, Skills & Abilities
Demonstrated strong sales, relationship management, and marketing skills as well as internal corporate relationship management capabilities
Superior communication skills - oral, written and interpersonal communication skills are critical
Creativity - ability to package often commonly available information and ideas in a creative way
High activity level - history of taking projects from start to finish; an attitude of doing the job
Strong problem solving, analysis skills and results oriented
Advanced knowledge MS Office, Teams, Word, Excel and Power Point required
Proficient with contact management applications (ie. Salesforce)
Other Requirements
Perform other functions, duties and projects as assigned
Regular and punctual attendance
Some travel may be required
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 - 2023
2Des Moines Register Top Workplaces 2018 - 2022
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