External Wholesaler — Institutional Channel, Northeast

Job overview

Compensation is $200–$250 per year. The External Wholesaler — Institutional Channel, Northeast role is remote, with the posting describing a Northeast United States territory and requiring the employee to live in the territory. Financial Independence Group supplies financial products and services to financial professionals across all 50 states. The role develops a territory by recruiting independent financial professionals and wholesaling annuity products from leading carriers to independent advisors. It drives advisor appointments and sales, builds relationships with firms and advisors, coordinates with internal teams to support client transactions, and follows firm compliance and administrative standards.

What you'll do

• Manage a geographic territory and help lead and develop an internal wholesaler
• build a start-up territory and pursue stated sales and appointment targets
• focus on broker-dealer firms with formalized home-office relationships
• build relationships with LPL advisors and drive sales of The Standard products
• work with operations, licensing, and other teams to support client transactions
• collaborate on referrals
• manage the assigned travel and entertainment budget
• follow firm compliance, CRM, and administrative standards
• maintain required FINRA securities and life insurance licenses.

What we're looking for

Skills & competencies

external wholesaler

institutional channel

annuity products

financial advisor relationships

territory sales

independent advisors

northeast united states

remote

financial independence group

finra license required

life insurance license required

Work arrangement

• Weekend coverage required

Why this role

The posting identifies a Northeast territory, requires residence in the territory, and states willingness to travel based on territory and relationship needs.

About the employer

Financial Independence Group, LLC is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.