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Annuity Sales Specialist (Charlotte, NC (Hybrid) or Remote)

AT Brighthouse Financial
Brighthouse Financial

Annuity Sales Specialist (Charlotte, NC (Hybrid) or Remote)

Charlotte, NC

Where you'll work:
Our flexible, hybrid work model offers the option to work remotely or in the office.

How you'll contribute:
As an Alternative Distribution Specialist, you'll be responsible for uncovering sales opportunities within our Alternative Distribution Channel through focused prospecting efforts driven by data and analytics. The individuals you prospect will be a combination of Financial Professionals working directly with clients and IMO Marketers who wholesale our products. You will be an expert on the solutions we offer and how they may be used as part of a client's overall financial plan to help them meet their goals in retirement.

In this role, you'll get to:

  • Drive Sales through proactive call campaigns, leveraging marketing resources, meetings (Virtual and In Person) and conference attendance.
  • Attain or exceed sales goals.
  • Generate cross selling opportunities through proactive conversations around our solutions with Financial Professionals.
  • Develop sales ideas and refine product positioning.
  • Partner with Alternative Distribution Sales Support Specialists to drive sales within covered IMOs and Firms.
  • Represent Brighthouse Financial at Conferences, Meetings and Events.
  • Perform other duties as assigned.

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We're looking for people who have:

  • Bachelor's degree preferred.
  • 5+ years of Internal Wholesaling experience.
  • Ability to work independently and collaborate in a team environment to achieve goals.
  • Strong knowledge of Annuity products and the marketplace.
  • Excellent presentation and communication skills.
  • Highly organized individual with a passion for driving sales and results.
  • Previous leadership experience preferred.
  • Must hold a valid FINRA SIE, Series 6 or 7 and Series 63 license.
  • Must hold or obtain a state Life Insurance license with variable line of authority in their resident state.
  • Designation, such as RICP or CFP, preferred.
  • Proven track record of success in previous sales roles, inclusive of successful achievement of sales goals and metrics expectations.

Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.

What you'll receive:

  • Compensation - Base salary is $55,000.00 plus competitive monthly variable sales incentive target based on sales results.
  • Flexible Work Environment - Work remotely or in the office to better thrive in all areas of life.
  • Paid Time Off - Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
  • Financial Health - Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
  • Health and Wellness - Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
  • Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
  • Life and Disability Support - Gain access to company-paid basic life insurance and short-term disability insurance.

Travel:
Up to 40%

Number of Openings:
1

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We're proud to be a Fortune® 500 company and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal. We're also honored to be named to Newsweek's list of Most Trustworthy Companies in America.

* Ranked by 2022 admitted assets. Best's Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2023.
From FORTUNE © 2023 Fortune Media IP Limited. All rights reserved. Used under license. FORTUNE and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, Brighthouse Financial.

PI239587163

Client-provided location(s): Charlotte, NC, USA
Job ID: Brighthouse_Financial-239587163
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA With Employer Contribution
    • Pet Insurance
  • Parental Benefits

    • Adoption Leave
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Snacks
    • Casual Dress
    • Happy Hours
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program