Role OverviewThe Hybrid Wholesaler is responsible for driving sales growth of Delaware Life annuity products and services. The role requires developing new business opportunities, fostering existing relationships, and managing a territory to deliver profitable product sales.
What You Will Do
Conduct on-site regional meetings with advisors and prospective advisors, build and execute annual sales plans, and make proactive calls-out to existing producers and prospects. Use data and technology to mine opportunities for focused growth and work efficiently within our CRM solution.
Why It Might Be a Fit
The role requires a strong background in wholesaling, variable annuity sales, and relationship building. The ideal candidate will have 5+ years of experience, a Bachelor's degree, and FINRA licenses. The position offers a comprehensive benefits package, including health, dental, and vision insurance, and a 401K plan with matching contributions.
Requirements
- 5+ years of wholesaling experience
- Proven variable annuity sales results
- FINRA Series 6 or 7, 63 and Life Insurance licenses
- Strong relationships with key bank and independent broker-dealer advisors and firms
- Exceptional presentation and communication skills
- Demonstrated success in variable annuity and fixed index annuity sales
- Proven track record of advisor relationship building
- Experience in lead development, lead follow up, qualification and targeted account selling
- Strong organizational skills and effective time management
- Microsoft Office proficiency, Allego, Seismic, technology a plus
- CRM: Salesforce or other CRM proficiency
- Valid Driver's license
Benefits
- Comprehensive health, dental, and vision insurance
- Basic and Supplemental Life Insurance
- Short and Long-Term Disability
- Employee Assistance Program
- Wellness programs
- 401K plan with matching contributions
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