Internal Wholesaler

Scottsdale, Arizona

Annexus Retirement Solutions

This role is a key position for prospecting, supporting, on-boarding and training/wholesaling new partnerships to create and distribute in-plan and institutional solutions.  This position requires 2+ years of experience in the defined contribution, investment, or annuity markets.  This individual should possess strong telephone/video sales skills, relationship management, and ability to execute tactically with a servitude approach. The individual will be responsible for assisting in the development of training materials, training, and supporting the sales process of our partners.  These partners include: recordkeepers, consultants, advisors, asset managers, insurance companies, broker/dealer platforms and RIA aggregators.

Responsibilities:

  • Provide Internal DCIO-type support to our Recordkeeping partners who offer Lifetime Income Builder on their platforms
  • Deliver video and phone-based expertise for the recordkeeping sales and client management teams.
  • Assist to onboard additional Recordkeeping platforms to increase shelf space for Lifetime Income Builder.
  • Uncover leads, set meetings, and assist in the sales process for defined contribution Consultants and Retirement Plan Advisors.
  • Work with marketing on key materials and presentation decks as defined by the head of distribution.
  • Achieve sales goals and AUM targets through partnerships, expanded shelf space, and focused execution.
  • Prospect and partner with discretionary asset management platforms for retail distribution.
  • Other duties and obligations as reasonably assigned/requested.
  • Limited travel expected, including occasional weekend work.
  • Reports to Sales Desk Manager

Desired Skills and Experience: 

  • Licensing requirements include a Series 6 or 7 securities license
  • State insurance license

All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). Annexus Management Company is an Equal Opportunity Employer.

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