Guardian Life→
Annuity Internal Wholesaler - West Coast… at Guardian Life · Remote
Job Description
The Western Territory Annuity Internal Wholesaler will proactively partner with an External Wholesaler to develop and grow sales in alignment with business plans. This individual will be engaged in all areas of Annuity sales distribution, including illustrations, product knowledge, sales strategies, marketing, and commissions.
Key partners include Guardian Product, Distribution, Financial Professionals, Marketing, and Sales.
You are
A great teammate who is goal-oriented and focused on success. You have a strong ability to build and maintain relationships with clients and key partners.
You will
Work collaboratively with External Wholesaler to build and manage relationships within territory.
Proactively follow up on annuity illustrations and large cases.
Initiate sales calls daily to strengthen relationships and provide marketing and sales support.
Provide advanced case design support.
Work with External Annuity Wholesaler to identify new sales opportunities across product lines.
Continually monitor practices of competition and report findings to Management when appropriate.
Generate comprehensive reports, presentations and ad hoc special projects as needed.
You have
Life License
Series 6
Bachelor’s degree
Demonstrated understanding of the competitive landscape, financial markets, and industry related topics.
Knowledge of and experience with annuities – minimum 3 years experience
Strong understanding of competitive marketplace.
Proven ability to show leadership in establishing excellent relationships with key support areas inside Guardian.
Excellent Relationship Management/Client Relations skills.
Demonstrate abilities in time management; including managing multiple projects and meeting strict deadlines.
Success Measures
Meet and exceed target sales expectations.
Track and improve number of productive producers within the annuities space.
Facilitate collaborative relationships across Guardian.
Location & Travel
This is a remote role with minimal travel
Salary Range:
$90,000 - $105,000
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.
Visa Sponsorship
Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.
Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment
As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools) to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.
Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via MyHR@glic.com.
Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.