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Annuity Internal Wholesaler (Charlotte or remote)

Req Id:  3155
Job Location: 

Charlotte, NC, US, 28277

Brighthouse Financial is on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve.


At Brighthouse Financial, we’re fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we’re better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security. We’re seeking passionate, high-performing team member to join us. Sound like you? Read on. 


To protect the health and safety of our employees, our offices are closed until at least May 2021. When our offices reopen, the individual hired for this role will be based in our Charlotte, North Carolina office or can continue to work remotely.


How This Role Contributes to Brighthouse Financial:

An Internal Wholesaler focuses on driving sales of Brighthouse Financial annuities in collaboration with our External Wholesalers. Our Internal Wholesalers are responsible for proactively creating a valuable advisor experience that will further develop existing relationships and build new ones. We are focused on helping clients achieve financial security with certainty and confidence, while promoting the Brighthouse Financial brand and increasing market share.


Key Responsibilities:

  • Partner with a Regional Sales Vice President/s to develop and execute on territory sales plan
  • Cultivate new annuity sales opportunities and further develop existing financial advisor relationships within the focus list. Conversion of advisors through annuity sales process.
  • Help coordinate and execute territory marketing campaigns, call campaigns, and other sales activities that drive territory growth
  • Effectively utilize sales and marketing resources to increase annuity market share
  • Track and report proactive/reactive activity metrics, document all in CRM system
  • Provides reactive sales support on incoming calls, as subject matter expert on all annuity solutions
  • Taked accountability for outstanding issues in territory until resolution is reached 
  • Other duties as assigned


Essential Business Experience and Technical Skills:

  • 1+ years of comparable annuity wholesaling experience
  • Self-motivated and proven track record of exceeding performance expectations
  • Excellent communication, interpersonal, organizational, and territory management skills
  • Thorough knowledge of annuity product offerings and driven for results
  • Ability to maintain business relationships through high level of sales and service support  
  • Bachelor’s degree preferred
  • Must hold a valid FINRA SIE, Series 6 or 7 and Series 63 license
  • Must hold or obtain a state Life Insurance license with variable line of authority in their resident state


Our Benefits:

  • Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
  • Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
  • Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
  • Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability





Number of Openings:

1 to 2 



Nearest Major Market: Charlotte

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