Position Details

Type Full-Time

Experience mid

Exp. Years Minimum of 2 years

Education College degree preferred

Category Sales & Business Development

About this role

Internal Wholesaler - Annuity provides sales support to drive growth by marketing life insurance products to financial advisors, following up on leads, and coordinating campaigns. This hybrid role in Omaha requires collaboration with the External Wholesaler to achieve territory goals.

Key Responsibilities

Proactively market life insurance products to producers/advisors
Partner with External Wholesaler to meet territory goals
Lead follow-up and relationship building; drive sales plans
Coordinate marketing campaigns, seminars, and related projects
Develop own farm team of potential Producers to increase production

Technical Overview

Role uses standard office software (Microsoft Outlook/Word/Excel) and CRM tooling for lead and campaign management; limited explicit technical stack beyond MS Office.

Ideal Candidate

The ideal candidate is a mid-level sales professional with 2+ years in financial services, holding FINRA SIE and Series 6 and 63 licenses, strong communication, and experience in annuities and life insurance.

Must-Have Skills

FINRA SIESeries 6Series 63Microsoft OutlookMicrosoft WordMicrosoft ExcelLife InsuranceFinancial AdvisorProducersExternal WholesalerMarketing campaignsStrong verbal communication2+ years experience in Financial Services

Nice-to-Have Skills

College degree preferredExperience in Life InsuranceExternal Wholesaler collaborationMarketing campaigns experience

Tools & Platforms

Microsoft OutlookMicrosoft WordMicrosoft ExcelCRM

Required Skills

FINRA SIESeries 6Series 63Life InsuranceFinancial ServicesFinancial AdvisorExternal WholesalerInternal WholesalerMarketing campaignsMicrosoft OutlookMicrosoft WordMicrosoft ExcelProactive activity2+ years

Hard Skills

FINRA SIESeries 6Series 63Life InsuranceFinancial AdvisorProducersExternal WholesalerMarketing campaignsMicrosoft OutlookMicrosoft WordMicrosoft ExcelFinancial Services

Soft Skills

Verbal communicationOrganizational skillsTime managementRelationship buildingCollaboration

Certifications

Required

FINRA SIESeries 6Series 63

Industry & Role

Industry Insurance

Job Function Sales support and marketing execution to drive annuity sales via Internal Wholesaler collaboration with External Wholesaler

Role Subtype Internal wholesaler

Keywords for Your Resume

Internal WholesalerAnnuityPacific LifeFINRA SIESeries 6Series 63Life InsuranceFinancial AdvisorProducersExternal WholesalerMarketing campaignsMicrosoft OutlookMicrosoft WordMicrosoft ExcelHybridFinancial ServicesSales follow-upsProactive activity

Deal Breakers

Must have FINRA SIE, Series 6, and Series 63 licenses

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