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Annuity External Wholesaler (Chicago and Southern Illinois)

Posted on Aug 11, 2019 by Brighthouse Financial

Chicago, IL 60601
Immediate Start
Annual Salary

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 theyve 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, were 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, were 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. Were seeking passionate, high-performing team member to join us. Sound like you? Read on.

How This Role Contributes to Brighthouse Financial:

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 market share.

Key Responsibilities:

  • Responsible for building new and maintaining existing relationships with financial advisors to increase revenue from annuity sales. Ensuring trust from the Financial Advisor is crucial for the successful execution of the job
  • Conduct joint meetings with financial advisors and clients to educate and sell annuities. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to increase the business with their clients
  • Collaborate with financial advisors to include annuities in financial plan for clients. Ability to educate financial advisors on financial products and the process of selling annuities
  • Conduct meetings, seminars and training workshops to current and prospective customers to increase the knowledge of Brighthouse Financials products, describe our value proposition and present our products in the context of sales ideas
  • Strategically plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses
  • Work in conjunction with the assigned Internal Wholesaler to identify and foster leads generated by from referrals, ad campaigns and territory canvassing
  • Responsible for keeping financial advisors informed of rapidly changing products and service agreements
  • 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
  • Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face)

Essential Business Experience and Technical Skills:

  • 5+ years sales experience wholesaling in the industry (internal, external or combination)
  • Prior Point of Sale experience
  • Proven ability to build strong relationships
  • Proven ability to grow a territory as measured by sales and persistency of business
  • Must hold a valid FINRA Series 6 or 7 and Series 63 license
  • Must hold and maintain an active Life, Health and Variable Insurance License in their resident state
  • In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance
  • Ability to work independently and to communicate clearly and concisely
  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices at the point of sale
  • Excellent presentation skills, both in creation and delivery, to current and prospective clients
  • Expected to maintain a thorough knowledge of existing, new and enhanced products
  • Bachelors degree in related field or equivalent experience


Up to 75%

Number of Openings:


Reference: 744310093