Licensed Internal Wholesaler Job recruitment
Licensed Internal Wholesaler
Job ID #: 70369
Location: CA-Los Angeles
Functional Area: Sales
Business Line: SunAmerica Retirement Markets
Employment Type: Full Time
- Permanent
Education Required: Bachelors Degree (or equivalent)
Experience Required: 3-5 years
Relocation Provided: No
Travel Percentage: 0
Position Description:
Principals ONLY. Recruiters, please do not contact this job poster.
Position location is based in Woodland Hills, CA (approx. 20+ miles NW of Downtown Los Angeles)
If you experience difficulty in applying on-line, please submit your resume directly to:
m b a r a l @ s u n a m e r i c a.c o m
START DATE FOR THIS POSITION IS SCHEDULED FOR MONDAY, JULY 16, 2012 -
SunAmerica Retirement Markets (Los Angeles, CA) is growing stronger and expanding with a rewarding opportunity for the driven sales professional interested in continuing their career as a Licensed Internal Wholesaler.
The Internal Wholesaler will work closely with an assigned External Wholesaler as a business development resource to
Financial Advisors Planners for SunAmerica Variable Annuity products.
SunAmerica Retirement Markets offers the following:
- Friendly Competitive Team Environment with peers that have an average tenure of 3-5 years.
- Highly focused and supportive management team.
- Opportunity to grow territory sales with Regional Vice Presidents/External Wholesalers.
- Long term B2B relationship sales with
Financial Advisors selling retirement products (Variable Annuities) to a growing community of -Baby Boomers.-
- Competitive annual base salary plus monthly territory commissions.
The Internal Wholesaler will be primarily responsible for gathering and utilizing marketing intelligence to increase sales for a specific territory. Together with your assigned External Wholesaler this position is responsible for developing new and maintaining existing business relationships.
You will conduct comprehensive discussions with your assigned External Wholesaler on what is working and what is not in relation to sales. How you pitch certain elements of the products to Advisors and how you handle certain objections, as well as learning their system. Each External Wholesaler has a system in how they like to operate with their producers as well as some of the prospects that they work with.
During the 3 week training class you will learn the technical aspects of our variable annuity products to effectively convey to
Financial Advisors in such a way that they and their clients can understand. With that being said, we have dedicated Team Leaders that will meet with you 2-3 sometimes more each month to provide you with ongoing training of our processes and systems. Not only will you have our team leadership staff to support on going training, you will also have other Internal Wholesalers within your team as support.
Business relationships are forged via proactively contacting
Financial Advisors and providing sales support by responding to advisors calls regarding our products. Proactive outbound calls to
Financial Advisors will account for 85%-95% of your daily activity, as these activities include, but are not limited to:
- Calling on the corporate call focus and message.
- Product positioning for the
Financial Advisors clients.
- Uncovering the needs of the advisor and how SunAmerica-s product will fit that need.
- Educating advisors on the SunAmerica variable annuity products.
The remaining 5%-15% of daily activity will include, but not be limited to:
- Responding to calls and questions about SunAmerica-s variable annuity.
- Addressing and working through challenges to the business development process.
- Corresponding via email to Advisors, External Wholesalers, and other internal departments.
- Creating and sending case specific illustrations SunAmerica-s variable annuity.
- Sending marketing materials.
The selected candidate should be a goal oriented, self directed individual who is constantly striving to exceed expectations with an enthusiastic sales attitude. The candidate should also be motivated by achieving set goals and increasing sales within a designated territory.
Key performance objectives for the Internal Wholesaler:
1. Maximize territory performance.
2. Development and implement a territory plan.
3. Become a recognized product line and industry expert.
4. Establish a professional outbound calling process.
5. Improve call quality by providing real time solutions on each call.
6. Develop deep on-going relationships with each account.
7. Handle inbound calls professionally and accurately.
8. Manage and organize a high volume of activity.
Position Requirements
- FINRA Series 6 or Series 7 and Series 63 or Series 66 Licenses.
- California DOI Life/Health and Variable Contract License which can be obtained post hire.
- Top notch phone and interpersonal communication skills both written verbal levels.
Preferred Qualifications:
- Bachelor-s Degree or work experience equivalent with an emphasis on marketing/business.
- Two plus years of sales/marketing experience.
- Two plus years financial services or investment management experience.
We offer a comprehensive benefits package highlighting 24 PTO (personal time off) days plus 8 paid holidays the first year when hired in January and reduced if hired later in the year. Plus Pension, Roth IRA 401(k) plan with a dollar for dollar match up to 6% (fully vested from the start). Company benefits begin on the first day of employment as well.
SAFG:CB06/06/2012
SAFG:EFC06/06/2012
About Us:
SunAmerica Financial Group is one of the largest life insurance organizations in the United States based on over $236 billion of admitted assets as of June 30, 2011. Serving over 18 million customers, SunAmerica Financial Group is comprised of several leading life insurance and retirement services businesses, including American General Life Companies, AGLA, VALIC, Western National Life Insurance Company, SunAmerica Retirement Markets, SunAmerica Mutual Funds, SunAmerica Affordable Housing Partners, FSC Securities, Royal Alliance and SagePoint Financial. The unified businesses offer a comprehensive suite of life insurance, retirement savings products and guaranteed income solutions through an established multi-channel distribution network that includes banks, national, regional and independent broker-dealers, career
Financial Advisors, wholesale life brokers, insurance agents and a direct to consumer platform. Equal Opportunity Employer.