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Life & LTC Internal Wholesaler

Req Id:  2854
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. 


How This Role Contributes to Brighthouse Financial:

Collaborate with External Wholesaler to manage and grow the assigned territory, through professional communications as well as proactive canvassing of new business in the territory.


Key Responsibilities:

  • Must actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing producing agents
  • Utilize the Institutionalized Wholesaling approach to ensure proper execution or strategy and sales objectives
  • Strategically plan and manage the deployment of resources to maximize territorial sales. (Are you talking to the right people?  Are you doing the right things?  Are you getting the right results?)
  • Responsible for providing an excellent advisor experience through all interactions with full accountability and ownership of the outstanding issues until resolution is reached
  • Collaborate with manager and identify areas of career development and personal growth
  • Other duties as required


Essential Business Experience and Technical Skills:

  • 2 + year’s sales experience wholesaling in life insurance industry, advanced degrees or industry designation a plus
  • Ability to communicate clearly and concisely as well as an ability to motivate to client to action with a high degree of professionalism
  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices
  • Expected to maintain a thorough knowledge of existing, new and enhanced products
  • Proven ability to grow a territory as measured by sales and persistency of business
  • Bachelor's degree or equivalent of experience and education
  • FINRA Series 6 or 7 and Series 63
  • The ability to obtain Life and Health Insurance License with Variable Authority and Certified Long-Term Care Designation (CLTC)
  • Ability to work independently and collaborate in a team environment


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





Nearest Major Market: Charlotte