Annuity Hybrid Wholesaler

Annexus is a well‑established, fast‑paced firm in the financial industry. We are the industry‑leading product development company with over $90 billion in Fixed annuity sales, delivering exclusive proprietary Fixed Index Annuity and insurance‑based solutions through an exclusive network of independent distribution companies and their advisors.

The Annuity Hybrid Wholesaler is responsible for driving annuity sales and advisor engagement through a blended internal and external wholesaling model. This role supports financial advisors through virtual engagement, phone‑based consultation, and periodic in‑person meetings, delivering product education, case consultation, and sales support across a defined territory.

The ideal candidate combines strong annuity expertise, consultative sales skills, and the ability to build trusted advisor relationships across multiple distribution channels.

Key Responsibilities

• Develop, manage, and grow annuity sales within an assigned territory through a hybrid internal/external approach
• Conduct virtual and in‑person meetings with financial advisors to educate on annuity products, features, and applications
• Provide advanced case design and sales support, including income planning, retirement solutions, and wealth‑transfer strategies
• Identify new advisor opportunities and deepen relationships with existing producers
• Maintain detailed activity, pipeline, and sales reporting via CRM
• Stay current on product developments, regulatory changes, and competitive landscape
• Collaborate cross‑functionally with marketing, sales management, and operations teams to drive growth and service excellence

Qualifications & Experience

• Bachelor's degree or equivalent experience preferred
• 3+ years of experience in financial services sales, with annuity wholesaling experience strongly preferred
• Thorough understanding of fixed, fixed indexed, and/or variable annuity products
• Proven ability to influence and educate financial advisors in a consultative sales environment
• Strong phone, virtual presentation, and in‑person communication skills
• Demonstrated success managing a sales territory and driving results
• Ability to travel within assigned territory as needed

Licenses & Certifications

• FINRA Series 6 or 7 required
• FINRA Series 63 (or 66) required
• Life & Health Insurance license required

Core Competencies

• Relationship building and consultative selling
• Annuity and retirement income expertise
• Time management and prioritization
• Presentation and training skills
• CRM proficiency and sales reporting discipline
• Results‑driven mindset with strong follow‑through