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Now Hiring - Confidential - Professional Services Annuity Solutions Consultant - Wholesaler Representative (1-3 years sales experience preferred) in Bonita Springs, FL
Professional Services Annuity Solutions Consultant - Wholesaler Representative (1-3 years sales experience preferred) in Bonita Springs, FL
Confidential
Base Salary $60K - $110K/yr
Total Comp: NA
Qualifications Years In Sales
Industry: Professional Services
Benefits:
yesCustomer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell
nan
To Whom
nan
Location:
Bonita Springs, FL
0
Full description of the position
Compensation: $40k-$60k [Base] + Commissions [$100k+ potential first year] We are a fast-growing financial wholesaling firm seeking an Annuity Solutions Consultant to help financial advisors and bank representatives better serve their clients. We emphasize relationship-first consultative sales, exceptional service, and empower our team with tools, training, and mentorship to succeed. This is a W2 role. While in the office you will work in close quarters under a team of established wholesalers, former senior advisors of investment firms, and a founder with decades of experience who is known throughout the industry. We're looking for motivated, coachable individuals ready to build a career in the financial service industry, specifically on the sales/consultative side. No industry experience required--we provide full training, mentorship, and licensing support. Life Insurance license is not required to interview, but must be earned/active before training ends. What You'll Do * Engage financial advisors and bank representatives via phone, email, and virtual meetings. * Learn and promote our suite of annuity products while staying informed on competitor offerings. (We will train you on products, even if you don't have any annuity or investment knowledge base) * Support advisors with illustrations, proposals, and case preparation. We will train you on how to do this! * Build trust through consistent follow-up, relationship management, and exceptional service. * Track activity and progress using our CRM system (Salesforce) * ; You'll spend 50% of your day focused in-office study for your Life Insurance License during the licensing period. * ; Spend 50% of your day in hands-on sales and product training with our team. What We're Looking For Required * Strong communication skills (phone and email) * Competitive, goal-oriented mindset with a focus on relationship building * Ability to handle outbound calling with professionalism and persistence * Eagerness to learn about financial services, insurance, and annuities * Organizational skills to manage multiple leads, follow-ups, and client requests * Ability to work in-office(no remote option) Preferred but Not Required * Associates Degree or equivalent work experience (1-2 Years) * Previous sales experience (any industry) * Interest in building a long-term career in sales within the financial services industry * Salesforce certifications and/or experience with Salesforce a plus Licensing & Training * The ability to earn Life Insurance License or have it already earned (Company assistance provided). * Structured onboarding program with split schedule: * 50% of day: In-office license exam preparation * 50% of day: Product, sales, and systems training Why Join Us * Competitive Base salary + uncapped commission potential. Ability to earn $100k+ in the first year * Licensing support and paid training * Clear career path with opportunities for advancement * Supportive, growth-focused culture that values collaboration and service * Work in a fast-growing firm making a real impact for financial professionals and their clients How to Apply: Apply on Indeed & submit your resume and a short cover letter explaining why you're the perfect fit for a relationship-driven sales role in financial services to: [please apply online] Job Type: Full-time Projected Total Compensation: $60,000.00 - $110,000.00 per year Education: * Associate (Preferred) Experience: * Sales: 1 year (Preferred) License/Certification: * Life Insurance License (Preferred) Ability to Relocate: * Bonita Springs, FL 34135: Relocate before starting work (Required) Work Location: In personConfidential
Confidential
is currently hiring for
1019
sales
positions
Confidential has openings in:
CA,
IL,
ME,
TX,
FL,
MD,
OR,
GA,
UT,
NC,
VA,
RI,
IN,
CO,
MO,
WY,
PR,
AZ,
WA,
SC,
MI,
AR,
OH,
KS,
DC,
MA,
NJ,
PA,
NY,
TN,
HI,
KY,
MT,
IA,
OK,
WI,
NV,
CT,
NE,
AL,
MN,
NH,
ID,
LA,
DE,
& MS
The average salary at Confidential is:
1019 Yes (amount not posted)
Confidential
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Confidential
Confidential
is currently hiring for
1019
sales
positions
Confidential has openings in:
CA,
IL,
ME,
TX,
FL,
MD,
OR,
GA,
UT,
NC,
VA,
RI,
IN,
CO,
MO,
WY,
PR,
AZ,
WA,
SC,
MI,
AR,
OH,
KS,
DC,
MA,
NJ,
PA,
NY,
TN,
HI,
KY,
MT,
IA,
OK,
WI,
NV,
CT,
NE,
AL,
MN,
NH,
ID,
LA,
DE,
& MS
The average salary at Confidential is:
1019 Yes (amount not posted)