Senior Associate, Investment Solutions Consultant

📋 Description

• Drive and exceed assigned territory and individual General Office investment sales objectives.
• Build and maintain strong business relationships with agents and field management within a captive
• Develop deep knowledge of investment products, including annuities and mutual funds, as well as
• Provide case development, investment solution design, and sales support to agents.
• Introduce new product enhancements and communicate relevant investment concepts to agents and field
• Tailor product guidance to individual client needs, market conditions, and applicable tax

🎯 Requirements

• Bachelor’s degree preferred, or equivalent combination of education and relevant experience.
• Approximately 5 years of wholesaling experience involving annuity or investment products.
• Broad and comprehensive knowledge of the annuity business and a strong understanding of investment
• Experience selling or supporting annuity and mutual fund products within a financial services
• Strong understanding of sales dynamics, investment products, and client needs.
• Excellent verbal and written communication skills, with confidence presenting to both individuals

🎁 Benefits

• Base salary range of $80,000–$100,000, with actual compensation determined by experience, skills
• Eligibility for sales-based incentive compensation.
• Comprehensive employee benefits package.
• Leave programs and family-support benefits, including adoption assistance.
• Student loan repayment programs.
• Fully remote work arrangement.