Fixed Index Annuity Specialist (Charlotte, NC (Hybrid) or Remote)

Where you’ll work:
Our flexible, hybrid work model offers the option to work remotely or in the office. 

How you’ll contribute: 
As a FIA Specialist, you’ll be responsible for providing investment professionals the ability to help their clients achieve financial freedom with certainty and confidence, while promoting the Brighthouse Financial brand and increasing Fixed/FIA market share.

In this role, you’ll get to:

• Report to BHF FIA Distribution Manager and fulfill ISO FIA performance goals and initiatives.
• Strategically plan and manage the deployment of resources to maximize territory sales and new producers while being responsible for budgeting and expenses.
• Cultivate new relationships with financial advisors within a focused distribution channel (Wirehouse). Responsible for sales and revenue growth within a designated region.
• Partner with SRM, firms/centers of influence (BD’s) and industry organizations that have shared values to drive fixed (FIA) product awareness and market share.
• Actively consult, both over the phone and in-person, Financial Advisors to provide them with value-added strategies to increase their business and expand the partnership.
• Educate financial advisors on both products and the process of selling annuities as part of a comprehensive financial plan.
• Engage Advisors to increase the knowledge of Brighthouse Financials products, our value proposition and present our products in the context of sales ideas.
• Responsible for achieving repeat business from new relationships they can forge within this advisor set (tracking and analyzing performance progress).
• Interact with key partners (DSM, SDM, EW, IW & KPP) for connectedness, timeliness and quality assurance – FA experience.
• Actively participate in the mentoring and training of ISO team members (IW’s & ISA’s).
• Engage in research, thought leadership and competitive intelligence on thriving Fixed marketplace.

We’re looking for people who have: 

• 3+ years of sales experience (Annuity preferred) as an Internal and/or External Wholesaler.
• ISO employees actively participating in (or graduated from) BHF’s Wholesaler Development Program.
• Proven ability to build strong relationships.
• Exemplary track record of exceeding sales performance expectations.
• Ability to communicate clearly and motivate others to action (excellent presentation skills).
• Proven ability to demonstrate and train on sales and marketing principles and practices.
• Ability to travel up to 40%.
• Must hold a valid FINRA SIE, Series 6 or 7 and Series 63 license.
• Must hold or obtain a Life and Health Insurance license with Variable Authority.
• Bachelor’s Degree required or equivalent job experience/education preferred.
• Advanced financial designation preferred.

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

What you’ll receive:

• Compensation – Base salary is $55,000.00 plus competitive monthly variable sales incentive target based on sales results. 
• Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.

Travel:
Up to 40% 

Number of Openings:
1

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We’re proud to be one of the largest providers of annuities and life insurance in the U.S.* and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal. We’re also honored to be named to Newsweek’s list of Most Trustworthy Companies in America.

* Ranked by 2022 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2023.