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Annuities Internal Wholesaler Jobs

Claims Examiner (Annuities) Jobs
By Transamerica At United States
Strong preference for prior Transamerica experience and/or knowledge of Transamerica Operations
Work closely with department manager, legal counsel, medical director, claims assistants, and other departments to gather information for contested claims.
Associate’s degree in a business field or equivalent experience
Excellent communication and customer service skills
Organizational, problem-solving and analytical skills
Review claims and outside sources used in the review.
Defined Contribution Internal Wholesaler - State Street Global Advisors, Avp
By State Street Global Advisors At Boston, MA, United States
CIOs, Portfolio Managers and Portfolio Strategists
5 years’ financial services experience
Strong communication skills with the ability to question the “status quo”
Partner with SRD’s on their respective client and prospect opportunities, prioritizing activity and pipeline development
Work closely with the DC Strategists and Product Team
Develop and execute sales plan strategies with the primary focus of prospecting new business.
Wholesaler Driver Jobs
By Prairie Farms Dairy, Inc. At , Peoria, 61604, Il $60,000 - $90,000 a year

In Need of an Independent Self Motivated Delivery/Sales Driver. Class A, B or C Endorsement Benefits include-Health-Vision-Dental Retirement-Pension through Union 627 Home Daily-Early Start Times Job ...

Are you an experienced Annuities Internal Wholesaler looking for a new challenge? We are looking for a motivated individual to join our team and help drive sales of our annuities products. You will be responsible for developing relationships with financial advisors and providing them with product information and support. If you have a passion for sales and a strong understanding of annuities products, this could be the perfect opportunity for you!

Overview:

An Annuities Internal Wholesaler is responsible for selling annuities products to financial advisors and other financial professionals. They are responsible for developing relationships with advisors, providing product information, and helping advisors understand the features and benefits of annuities.

Detailed Job Description:

An Annuities Internal Wholesaler is responsible for selling annuities products to financial advisors and other financial professionals. They are responsible for developing relationships with advisors, providing product information, and helping advisors understand the features and benefits of annuities. They must be able to explain the features and benefits of annuities in a clear and concise manner. They must also be able to answer questions about the products and provide guidance to advisors on how to best utilize annuities in their clients’ portfolios.

What is Annuities Internal Wholesaler Job Skills Required?

• Excellent communication and interpersonal skills
• Knowledge of annuities products and features
• Ability to explain complex concepts in a clear and concise manner
• Ability to build relationships with financial advisors
• Ability to work independently and as part of a team
• Ability to work in a fast-paced environment
• Knowledge of financial markets and investments

What is Annuities Internal Wholesaler Job Qualifications?

• Bachelor’s degree in finance, economics, or related field
• Series 6 or 7 license
• 3+ years of experience in the financial services industry
• Knowledge of annuities products and features

What is Annuities Internal Wholesaler Job Knowledge?

• Knowledge of annuities products and features
• Knowledge of financial markets and investments
• Knowledge of regulatory requirements related to annuities

What is Annuities Internal Wholesaler Job Experience?

• 3+ years of experience in the financial services industry
• Experience in sales and customer service
• Experience in developing relationships with financial advisors

What is Annuities Internal Wholesaler Job Responsibilities?

• Develop relationships with financial advisors
• Provide product information and explain features and benefits of annuities
• Answer questions about annuities products
• Provide guidance to advisors on how to best utilize annuities in their clients’ portfolios
• Monitor regulatory changes and ensure compliance with applicable laws and regulations
• Track sales performance and provide reports to management