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
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