Hybrid Wholesaler
WealthVest Marketing—based in Bozeman, MT—is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities, income annuities, variable annuities, and long-term care. For many who are retiring daily, retirement is their top concern. According to the ICI, Americans have purchased $37.4 trillion in retirement assets. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation. As a member of our team, you will be empowered to be innovative, solutions-oriented, and a driver of a culture of continuous improvement. Our goal is to enable you to reach your professional goals and be an integral part of a team of people driving to achieve departmental and overall organizational goals.
Job Purpose/Role
The Hybrid Wholesaler position will be focused primarily on bringing annuity business to WealthVest Marketing Inc. You will build and maintain relationships through many technology mediums within a defined geographic territory. Creative problem solving and resourcefulness are vital skills that will help you to provide above-and-beyond service and support to financial professionals. You will be the link between the WealthVest home-office, our carrier partner, and the financial professionals to ensure a smooth experience for them.
Responsibilities
Executes on a minimum required sales meetings per month.
Accurate in documentation of all meetings for tracking and reimbursement purposes.
Ensures integration of key technologies - Salesforce and Concur solutions.
Commits time and resources to driving attendance at road shows and broker / dealer meetings
The RVP will be provided with a specific geographical territory and will be responsible to conduct business by contacting and holding meetings with clients.
Educate financial professionals about our product and marketing offerings within the context of their business.
Take a consultative approach identifying opportunities where annuities might fit.
Build and execute cadences to systematically foster new relationships in the territory.
Leverage technology to build your brand (phone, email, social media, virtual meetings, recorded video).
Conduct due diligence for your prospects prior to engaging with them. (Firm, area, personal, business, focuses).
Coach advisors on enhancing their brand using technology. Lead this by example.
Coordinate with the Marketing Department to create compelling messaging and valuable content that advisors can position with their clients.
Develop insurance product knowledge of features and benefits. Share that knowledge with team members and advisors.
Learn the current suite of value-adds available to financial professionals by firm and know your value proposition.
Build an understanding of key competitors and possess the ability to effectively position our solutions.
Adhere to a sales process using resources the Company provides.
Maintain a comprehensive understanding of the CRM system with a focus on data-hygiene and consistent utilization to ensure organization.
Master the key differences in firm structure and the rules of engagement within each one.
Collaborate with team members to design and align your messaging to maximize effectiveness.
Establish product research and analysis capability.
Assist in the development and circulation of sales ideas to meet specific investor needs and share those ideas with advisors.
Adhere to KPI (Key Performance Indicators) expectations.
Other responsibilities may be assigned.
Key Requirements, Skills & Experience
Required to obtain all necessary license in all jurisdictions where Regional Vice President will conduct business.
Required to obtain all mandatory certifications, licensure, and continuing education.
Problem solving and decision-making ability.
Broad knowledge of insurance principles.
Motivated with strong work ethic and positive attitude.
1-3 years of internal wholesaler experience that aligns with specific responsibilities for position.
Strong verbal and written communication and interpersonal skills.
Effective presentation skills.
Bachelor’s degree or equivalent work experience.
Strong attention to detail and a high degree of professionalism.
Ability to work independently as well as with a team.
Limited domestic travel required, including periodic travel an assigned hybrid territory
Ability to conduct sales calls with financial advisors and independent broker / dealers.
Existing relationships with financial institutions and major broker / dealers preferable.
Solid understanding of the fixed, index and registered index linked annuity and structured investment product marketplace. Demonstrates ability to position those products in a sales setting.
Ability to manage and direct activities to drive business in the assigned territory.
Understanding of social media marketing, effective utilization of LinkedIn, and their impact in the financial planning field.
Ability to attend broker / dealer conferences where required.
Send your resume and cover letter to Brad Wilson by clicking the button below.