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Annuity Specialist

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Annuity Specialist

  • Job type:

    Full Time Direct Hire

  • Contact:

    Saba Abbas

  • Contact email:

    Saba Abbas

  • Contact phone:

    Saba Abbas

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:

    28 Oct 00:00

Annuity Specialist

Phoenix, AZ

Job Id: 5016


Our client believes that by creating an inclusive workplace, they’re better able to attract and retain their talent, provide valuable solutions that meet the needs of their advisors and their clients, and deliver on their mission of helping more people achieve financial security. We’re seeking passionate, high-performing team member to join them. Sound like you?


An Internal Wholesaler focuses on driving sales of Brighthouse Financial annuities in collaboration with the External Wholesalers. This position is responsible for proactively creating a valuable advisor experience that will further develop existing relationships and build new ones.



  • Partner with a Regional Sales Vice President/s to develop and execute on the territory sales plan.
  • Cultivate new annuity sales opportunities and further develop existing financial advisor relationships within the focus list. Conversion of advisors through the 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
  • Takes accountability for outstanding issues in the territory until the resolution is reached



  • Bachelor’s degree preferred.
  • 1+ years of comparable annuity wholesaling experience.
  • Must hold a valid FINRA SIE, Series 6 or 7 and Series 63 license.
  • Strong knowledge of annuity product.
  • Must hold or obtain a state Life Insurance license with the variable line of authority in their resident state.
  • Excellent communication, interpersonal, organizational, and territory management skills.



  • Medical Insurance
  • Dental Insurance
  • Vision Insurance


Ask for Saba Abbas

Ajulia Executive Search is a New Jersey-based Executive Search Firm specializing in retained searches in multiple sectors, including Manufacturing, Finance, IT, Legal, and Pharmaceutical. We have a nationwide client base and offer services in temporary and direct hire placements.