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About the role
Key responsibilities & impact- Deliver a winning business and marketing plan to build out a multi-state territory, establishing F&G as a leader in our space
- Develop deep relationships with financial professionals based on the value you provide, the knowledge you share, and the integrity you operate with
- Partner with Bank Program Managers, OSJs and other key centers of influence to help educate advisors and grow their businesses
- Demonstrate with advisors how F&G’s annuity solutions can help create a more predictable retirement for their clients via phone, video, and face-to-face meetings
- Collaborate with our National Accounts Team to uncover opportunities for broader exposure at each bank or Broker-Dealer we partner with
- Partner and plan with Senior Internal Wholesaler to effectively operate your territory as a team
- Represent F&G at industry conferences, distributor meetings, and other events as requested
- Prioritize your time and budget effectively to meet or exceed sales targets for the territory
Requirements
What you’ll need- Bachelor's Degree-Combination of education and experience considered in lieu of degree.
- 10+ year of relevant experience successfully wholesaling in the bank and IBD channels
- Licenses/Certifications - Life Health Licenses, FINRA Series 6 or 7, Series 63 (or 65 or 66) Licenses
Benefits
Comp & perks- Flexible work arrangements
- Employee-centric environment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wholesalingsales strategybusiness developmentmarketing planningfinancial advisingrelationship managementterritory managementclient educationretirement planningbudget management
Soft Skills
communicationcollaborationintegritytime managementrelationship buildingteamworkpresentation skillsnegotiationproblem-solvingleadership
Certifications
Life Health LicensesFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
