The Internal Wholesaler will proactively partner with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This individual will be involved in all areas of Life Brokerage sales distribution: illustrations, product knowledge, sales ideas, marketing, underwriting and commissions.

Annuity Internal Wholesaler

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 Wholesalers and 3rd party accounts 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

Annuity Internal Wholesaler

Life License and FINRA Series 7 or 6 & 63 or 65
Demonstrated understanding of the competitive landscape, financial markets, and industry related topics.
Knowledge of and experience with annuities – minimum 3 years of wholesaling 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.

Salary Range
$90,000 – $105,000

Our Promise

Annuity Internal Wholesaler

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.

Health Care

Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
Dental plan
Vision plan
Health care accounts – flexible spending, health reimbursement, and health savings accounts
Critical illness insurance

Life and Disability Insurance

Annuity Internal Wholesaler

Company-paid Life and Disability insurance plus voluntary supplemental coverage
Accident insurance

Retirement and Financial

401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
Complimentary 1:1 financial guidance with a licensed Fidelity representative

Annuity Internal Wholesaler

Time Off and Remote Work

Flexible work arrangements (part in-person/part remote)
Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
Paid parental leave and paid family and medical leave policies

Annuity Internal Wholesaler

Emotional Well-being and Work-Life

Emotional well-being, mental health, and work/life resources powered by Spring Health
Wellness programs, including fitness program and equipment reimbursement
Child, adult, and elder back-up care support through Bright Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas

Annuity Internal Wholesaler

Equity & Inclusion

Opportunities to build inclusive and meaningful connections through involvement in colleague-led affinity groups:

Employee Resource Groups:
Colleague Connection Committees
Community Involvement Committees

A culture that encourages colleagues to bring their authentic selves to work

Voluntary self-ID
Pronunciation and phonetic spelling of names

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits

Equal Employment Opportunity

Annuity Internal Wholesaler

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.