External Wholesaler – Life Insurance
Job Description:
- Partnering with advisors to deliver tailored life insurance solutions that meet client goals, supported by clear, compelling product insights and real‑world examples
- Presenting confidently and effectively in both one‑on‑one and group settings—virtually and in person
- Building and sustaining strong sales relationships across your assigned territory through proactive outreach, ongoing profiling, and strategic account management
- Executing targeted activity plans that drive new opportunities and grow sales
- Providing regular, thoughtful updates to sales leadership on territory activity and results
- Monitoring territory performance to ensure alignment with broader business objectives
- Managing travel and expenses effectively while maximizing your time in the field
Requirements:
- High school diploma
- 5+ years of experience in life insurance wholesale distribution
- FINRA Series 6 at time of application
- FINRA Series 63 at time of application or must obtain within 6 months
- State Life and Health license at time of application
- Ability to travel 25-50%
- Must reside in TX, NM AZ, CO, OK, or KS
- Bachelor's Degree (Ideal)
- Industry Designations – CLU, ChFC, and/or CFP (Ideal)
- 2+ years of experience in an external wholesaling position (Ideal)
- Proven track record of success with career and brokers and in achieving territory sales objectives (Ideal)
- Demonstrated sales and presentation skills including strong negotiation skills (Ideal)
- Success in building and maintaining strong relationships with centers of influence (Ideal)
Benefits:
- Regular meetings with the MMFA National Sales Life Team and the broader MMFA Advice and Client Solutions organization
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
