Added
1 day ago
Type
Full time
Salary
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crm account management salesforce excel powerpoint

📋 Description

  • Key relationship owner for strategic annuity partner firms.
  • Collaborate with external wholesalers, divisional managers, and home-office contacts to execute
  • Drive shelf placement, campaigns, and promotional execution for annuity products.

🎯 Requirements

  • 3+ years in annuity, insurance, or investment product distribution.
  • Bachelor’s degree required.
  • FINRA Series 7, 63 and Life & Health licensing or willingness to obtain.
  • Experience with Salesforce and Microsoft Office; data-to-insight skills for exec audiences.
  • Strong communication, project management, and ability to multitask in a matrix environment.
  • Willingness to travel up to 20% for meetings and events.

🎁 Benefits

  • Base Salary $100,000; discretionary bonus potential.
  • Equal opportunity employer; accommodations available upon request.
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