Accountabilities:

• Develop and maintain strong, productive, and profitable relationships with assigned IMO distribution partners and their sales forces to grow annuity sales and market share.
• Represent annuity products, strategies, and solutions to IMO executives, sales leaders, and field marketers, clearly communicating their value in competitive situations.
• Manage client relationships through face-to-face meetings, telephone, and email engagement while maintaining a consistent and accessible presence within the territory.
• Deliver compelling presentations and communicate complex product information with clarity, confidence, and impact to diverse audiences.
• Achieve and exceed assigned annuity sales goals through disciplined territory management, relationship development, and strategic execution.
• Partner with National Accounts leadership to develop and execute account-based business strategies aligned with organizational priorities.
• Monitor the competitive insurance landscape and use market intelligence to strengthen positioning, identify opportunities, and inform territory strategy.
• Explain product features, benefits, and competitive advantages accurately and persuasively to clients and distribution partners.
• Collaborate closely with internal wholesalers and sales support teams to coordinate proposals, product expertise, client servicing, and field activities.
• Maintain accurate Salesforce account information, documentation, and activity records while ensuring high data quality across assigned accounts.
• Manage scheduling, travel, expenses, and territory resources effectively to maximize client engagement and business impact.
• Take ownership of individual goals, performance objectives, and execution standards while contributing to broader team success.

Requirements:

• 7+ years of sales experience within the annuity and life insurance industry, preferably with significant experience in the IMO annuity channel.
• Demonstrated success in wholesaling, relationship management, and growing sales within the insurance or financial services sector.
• Proven ability to develop trusted relationships with senior distribution partners, sales leaders, and decision-makers.
• Bachelor's degree or an equivalent combination of education and professional experience.
• Strong communication, presentation, influencing, negotiation, and interpersonal skills.
• Strategic mindset with the ability to balance long-term relationship development with short-term sales objectives.
• Strong organizational and territory-management skills, with the ability to prioritize activities and manage multiple stakeholders effectively.
• Collaborative approach and the ability to leverage internal resources to deliver a consistent, high-quality client experience.
• Ability to quickly learn and communicate new products, procedures, workflows, and market developments.
• Proficiency with CRM systems such as Salesforce and familiarity with expense and activity management processes.
• Series 7 and 63 licenses, along with Life & Health licensing, or the ability to obtain required licenses quickly.
• Willingness to travel extensively based on client needs and territory requirements.
• Ability to work independently, demonstrate sound judgment, and maintain accountability for sales and relationship outcomes.

Benefits:

• Base salary of $75,000.
• Monthly variable incentive compensation tied to performance.
• Significant autonomy in managing client relationships, territory priorities, and daily activities.
• Opportunity to work in a strategic, externally focused role with direct influence on sales growth and market development.
• Collaborative environment with access to National Accounts and internal sales support resources.
• Opportunity to build long-term relationships with established distribution partners and insurance professionals.