Senior Associate, Investment Solutions Consultant

Accountabilities: • Drive and exceed assigned territory and individual General Office investment sales objectives.

• Build and maintain strong business relationships with agents and field management within a captive agency sales environment.

• Develop deep knowledge of investment products, including annuities and mutual funds, as well as related sales processes.

• Provide case development, investment solution design, and sales support to agents.

• Introduce new product enhancements and communicate relevant investment concepts to agents and field leadership.

• Tailor product guidance to individual client needs, market conditions, and applicable tax considerations.

• Deliver compelling sales presentations and product education sessions to agents and clients.

• Provide technical guidance and product information through individual meetings and larger group presentations.

• Proactively collaborate with management to identify opportunities, address challenges, and support territory performance.

• Travel frequently throughout the assigned territory to support offices, agents, and client-facing activities.

Requirements:

• Bachelor’s degree preferred, or equivalent combination of education and relevant experience.

• Approximately 5 years of wholesaling experience involving annuity or investment products.

• Broad and comprehensive knowledge of the annuity business and a strong understanding of investment sales processes.

• Experience selling or supporting annuity and mutual fund products within a financial services environment.

• Strong understanding of sales dynamics, investment products, and client needs.

• Excellent verbal and written communication skills, with confidence presenting to both individuals and groups.

• Demonstrated ability to build, develop, and maintain strong professional relationships.

• Motivated, energetic, and self-directed, with the ability to drive objectives relatively autonomously.

• Industry-recognized designations such as RICP, ChFC, or CFP are highly desirable.

• Active life insurance license, Series 6 or Series 7, and Series 63 registrations required.

• Understanding of Advanced Markets is a plus.

• Ability and willingness to travel frequently, potentially up to 80% of the time.

• Ability to complete required FINRA-licensed and/or FINRA Associated Person pre-hire fingerprinting.

Benefits:

• Base salary range of $80,000–$100,000, with actual compensation determined by experience, skills, qualifications, and job location.

• Eligibility for sales-based incentive compensation.

• Comprehensive employee benefits package.

• Leave programs and family-support benefits, including adoption assistance.

• Student loan repayment programs.

• Fully remote work arrangement.

• Territory-focused role with flexibility to work remotely while supporting assigned offices through travel.

• Access to a broad range of benefits designed to support employees’ professional and personal well-being.

• Inclusive workplace environment focused on supporting diverse perspectives and employee success.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?

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