Internal Wholesaler, Retail Annuity Distribution Position Available In Mecklenburg, North Carolina

Internal Wholesaler, Retail Annuity Distribution Talcott Financial Group Charlotte, NC Job Details Full-time $45,000 – $60,000 a year 9 hours ago Qualifications Microsoft PowerPoint Microsoft Word Microsoft Excel Microsoft Outlook Illustration Sales Mid-level Microsoft Office Bachelor’s degree Financial services Communication skills Marketing Full Job Description Talcott Financial Group• is an international life insurance group and the industry’s trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future. Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm. Talcott Financial Group’s two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re.

Overview:

This Internal Wholesaler position will play a critical role in Talcott’s growing retail distribution business by supporting our IMO (Independent Marketing Organization) relationships and driving annuity sales through outbound engagement with agents and marketers. The role involves developing and nurturing advisor relationships, delivering product education, managing campaigns, and coordinating with the Relationship Management team to build and maintain a high-performing sales pipeline. This position reports to the Head of Retail Distribution and will work closely with Relationship Managers, Marketing, and Operations. Our preferred candidate shall work in a hybrid arrangement out of the Charlotte, North Carolina office.

Responsibilities:

Act as a primary point of contact for assigned IMO marketers and producers to promote and drive annuity sales through outbound phone activity, digital engagement, and scheduled meetings. Conduct frequent proactive outreach, product positioning, and case consultation via phone, email, CRM, and webinar platforms. Maintain consistent activity levels (calls, follow-ups, meeting coordination) to deepen relationships and ensure ongoing engagement with Talcott annuity solutions. Collaborate with Relationship Managers to provide real-time support and deliver on shared territory sales goals. Provide tailored sales ideas and product illustrations aligned to agents’ client profiles and financial objectives. Coordinate and lead educational webinars, training sessions, and campaign calls. Execute outbound marketing campaigns and manage follow-up communication. Accurately and timely update CRM with call notes, follow-ups, and pipeline details. Stay up to date on industry trends, product updates, and competitive positioning. Demonstrate in-depth product knowledge of fixed and fixed indexed annuities. Uphold the highest standards of professionalism, customer service, and compliance.

Qualifications:

Minimum of 2 years of experience in financial services, preferably in annuity internal wholesaling or sales support is preferred Bachelor’s degree is preferred Prior experience with the IMO distribution channel strongly preferred. Strong communication and consultative selling skills with a proven ability to build trust and influence over the phone. Experience with annuity illustration tools and CRM platforms. Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, Word). Self-motivated and organized with the ability to manage multiple priorities. Note• This position will require 10% travel within the U.S. Talcott Financial Group is an equal employment and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Talcott Resolution maintains a drug-free workplace and is committed to building inclusion and leveraging diversity. For more information regarding our Privacy Policy, please go to https://talcott.com/onlineprivacypolicy/onlineprivacypolicy.html