Annuity External Wholesaler (Boston/Rhode Island)

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Brighthouse Financial, Inc.
  • 14 Oct 18

Annuity External Wholesaler (Boston/Rhode Island)

Alternate Job Location : Rhode Island : Providence

Brighthouse Financial is a new company established by MetLife. We're on a mission to help people achieve financial security. Built on a foundation of industry knowledge and experience, we specialize in offering essential annuity and life insurance products designed to help customers protect what they've earned and ensure it lasts more predictably. In an industry that often has a reputation for complexity, confusion, and cost, Brighthouse Financial is different. Our approach includes simplicity, transparency, and more value so customers can face the future with confidence.

Brighthouse Financial is seeking passionate, high-performing team members to help us carry out our mission and be part of an exciting journey toward improving the financial futures of our millions of customers. Sound like you? Read on.

Role Value Proposition:
Responsible for providing investment professionals the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.

Key Responsibilities:

  • Responsible for building new and maintaining existing relationships with Independent Planners and Banks to increase revenue from annuity sales in the northern New England territory of Massachusetts and Rhode Island. Ensuring trust from the financial advisor is crucial for the successful execution of the job
  • Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients
  • Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuities
  • Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financial's products, describe our value proposition and present our products in the context of sales ideas
  • Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
  • Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing
  • Responsible for keeping financial advisors informed of rapidly changing products and service agreements
  • Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents
  • Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)

Essential Business Experience and Technical Skills:
  • 5+ years sales experience wholesaling in the industry (internal, external or combination)
  • Prior Point of Sale experience
  • Proven ability to build strong relationships
  • Proven ability to grow a territory as measured by sales and persistency of business
  • NASD Series 6 or Series 7, 63 and Life and Health Insurance Licenses
  • In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance
  • Ability to work independently and to communicate clearly and concisely
  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale
  • Excellent presentation skills, both in creation and delivery, to current and prospective clients
  • Expected to maintain a thorough knowledge of existing, new and enhanced products.
  • Bachelor's degree in related field or equivalent experience

Up to 75%

Number of Openings: