External Wholesaler - FI
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 2d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 6d ago
The date the source published, not the day we noticed it (2026-10-27). Last seen at its source 5h ago.
We have tracked this listing since 27 Oct 2026 (5 days). The employer's own board has carried it every time we have read it, most recently 5 hours ago.
Is it remote?
The listing says yes
The location field doesn't say remote, so our assessment is based on the title or the description. Read the listing before applying.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
Workday employer's own board first seen 5d ago · last seen 5h ago
The listing
The External Wholesaler - FI is responsible for prospecting, developing, maintaining, and enhancing sales relationships with licensed financial advisors and sales management in the financial institution distribution channel to increase sales of Reliance Standard's annuity products.
Sales Funnel:
- Develop and execute appropriate business plan to maximize territory sales and meet revenue objectives by identifying and developing top producing financial advisors
- Represent the company in a highly professional manner
- Support the strategic activities of the National Accounts Manager
- Work closely with assigned relationship manager to deliver sales goals by identifying and fostering leads
- Build and cultivate relationships within the Financial Institutions channel to build awareness of product benefit and features and ensure our products and services meet their needs
- Prepare and deliver clear, convincing and professional sales presentations to small and large audiences
Relationships:
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties
Sales Support:
- Conduct product and sales meetings through individual and group training sessions, seminars, workshops, webinars and branch meetings to deliver advisor and client solutions
- Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity
- Partner with internal colleagues, to strategically align resources that deliver optimal territory sales results
Required Knowledge, Skills, Abilities and/or Related Experience
- 4-year degree in business or related field plus at least five years of related experience
- Life Insurance License required; industry designations preferred
- 4+ years’ wholesaling experience - Financial Institutions and Broker Dealer channel experience a plus
- 4+ years’ experience with annuities, insurance or other financial products
- Fundamental concepts, principles and practices of the life insurance industry and asset management products.
- Strong sales and relationship management experience required
- Understanding of how annuity products fit within the overall retirement planning landscape preferred
- Analytical skills and excellent communication and presentation skills are a must
- Demonstrated ability to productively schedule time and organize around priorities
- Self-motivated and directed
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
Our Values:
- Sustainable Performance
- Continuous Improvement
- Customer Experience
- Collaboration
- Empowerment
- Sense of Community
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.