Annuity Internal Wholesaler

Location: Remote - United States, United States

Why Join Guardian Life?

At Guardian Life, we're more than just an insurance company—we're a purpose-driven organization committed to inspiring well-being for our clients, colleagues, and communities. As a leader in the financial services industry, Guardian has been protecting families and businesses for over 160 years. Joining our team as an Annuity Internal Wholesaler means becoming part of a dynamic, supportive culture where your professional growth and personal success are top priorities.

Imagine working remotely with the flexibility to balance your life while contributing to innovative annuity solutions that help financial professionals secure their clients' futures. We offer unparalleled opportunities for skill-building, leadership development, and philanthropic impact, all surrounded by diverse colleagues who uphold the highest ethical standards. Whether you're passionate about annuities, relationship-building, or driving sales growth, Guardian provides the platform to thrive in a collaborative environment focused on mutual success.

Role Description

The Annuity Internal Wholesaler plays a pivotal role in partnering proactively with external wholesalers to develop and expand sales in alignment with our strategic business plans. This position is deeply involved in all facets of annuity sales distribution, including generating compelling illustrations, mastering product knowledge, crafting effective sales strategies, leveraging marketing initiatives, and managing commissions. Key partners span Guardian's Product, Distribution, Financial Professionals, Marketing, and Sales teams, ensuring seamless collaboration across the organization.

As a goal-oriented teammate, you'll build and maintain strong relationships with clients and internal stakeholders, driving annuity sales success in a competitive marketplace. This remote role offers the autonomy to make an immediate impact while enjoying the stability and resources of a Fortune 500 company.

Detailed Responsibilities

• Collaborate closely with External Wholesalers to build and manage enduring relationships within assigned territories.
• Proactively follow up on annuity illustrations and large cases to ensure timely progression and closure.
• Initiate daily sales calls to strengthen producer relationships and deliver targeted marketing and sales support.
• Provide advanced case design support, tailoring solutions to meet complex client needs.
• Partner with External Annuity Wholesalers to identify and pursue new sales opportunities across diverse product lines.
• Continuously monitor competitive practices in the annuity space and report actionable insights to management.
• Generate comprehensive reports, presentations, and ad hoc special projects to support strategic initiatives.
• Track and improve the number of productive producers within the annuities channel.
• Facilitate collaborative relationships across Guardian's internal teams to drive overall sales performance.

Required Skills

Success in this role demands a blend of technical expertise, relationship prowess, and strategic acumen. Guardian is seeking candidates who excel in:

• Exceptional relationship management and client relations skills.
• Proven time management abilities, including juggling multiple projects under strict deadlines.
• Strong leadership in fostering connections with key internal support areas.
• Advanced knowledge of annuities and the competitive financial marketplace.
• Proficiency in sales strategies, product illustrations, and case design.
• Analytical skills for monitoring competition and generating reports.
• Excellent communication for daily sales calls and presentations.
• Goal-oriented mindset with a track record of exceeding sales targets.

Education & Experience

• Active Life License.
• Series 6 license.
• Bachelor’s degree in Finance, Business, or related field.
• Minimum 3 years of hands-on experience with annuities.
• Demonstrated understanding of competitive landscapes, financial markets, and industry trends.
• Proven success in insurance or financial services sales support roles.

Compensation Overview

Salary Range: $90,000 - $105,000

The salary range above represents a good faith estimate of base pay for this remote position. Final compensation is determined based on education, experience, knowledge, and abilities. In addition to base salary, this role may be eligible for annual incentives, sales bonuses, or other performance-based compensation, offering substantial earning potential for top performers.

Benefits

Guardian is dedicated to your well-being with contemporary, flexible, and inclusive benefits:

• Comprehensive health, dental, and vision insurance.
• 401(k) with company match and retirement planning tools.
• Generous paid time off, including vacation, sick days, and holidays.
• Flexible remote work options and work-life balance initiatives.
• Professional development programs, tuition reimbursement, and leadership training.
• Philanthropic opportunities and employee resource groups.
• Wellness programs promoting physical, mental, and financial health.

Success Measures: Meet and exceed sales targets, grow productive producers, and build collaborative networks.

Guardian is an equal opportunity employer committed to diversity and inclusion. Explore more at www.guardianlife.com/careers/corporate/benefits. No visa sponsorship available.