Sales Specialist - Life Distribution

Brighthouse Financial Charlotte , NC 28201

Posted 2 weeks ago

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Sales Specialist - Life Distribution

Req Id: 1847

Job Location:

Charlotte, NC, US, 28277

Brighthouse Financial is a new company established by MetLife. We're on a mission to help people achieve financial security. Built on a foundation of industry knowledge and experience, we specialize in offering essential annuity and life insurance products designed to help customers protect what they've earned and ensure it lasts more predictably. In an industry that often has a reputation for complexity, confusion, and cost, Brighthouse Financial is different. Our approach includes simplicity, transparency, and more value so customers can face the future with confidence.

Brighthouse Financial is seeking passionate, high-performing team members to help us carry out our mission and be part of an exciting journey toward improving the financial futures of our millions of customers. Sound like you? Read on.

Role Value Proposition:

In partnership with their assigned External Wholesalers, the Sales Specialist focuses on driving sales through financial advisors, and creating perfect partners. This role assists in developing and managing distribution relationships by facilitating business production, creative selling and problem resolution. The Sales Specialist has their own sales goals and performance metrics.

Key Responsibilities:

  • Proactively call out to designated advisors to drive sales

  • Segment financial advisors for a given territory that have a high propensity to sell and convert them into active sellers

  • Independently works to identify and foster leads generated from referrals, ad campaigns and territory canvassing

  • Actively develop new relationships with financial advisors to significantly capture sales and grow assets, especially in key distribution partner firms

  • Responsible for building new relationships with financial advisors in National Broker Dealers (BDs), Regional BDs and Independent BDs to increase revenue from life insurance sales. Ensuring trust from the financial advisor is crucial for the successful execution of the job

  • Conduct meetings telephonically/virtually with financial advisors and clients to educate and sell life insurance. Additionally, actively consult and advise financial advisors to provide them with value-added strategies to grow their business

  • Collaborate with financial advisors to include life insurance as part of a financial plan for clients. Ability to educate financial advisors on financial products and the process of selling life insurance products

  • Relay Brighthouse Financial's value proposition to current and prospective sellers

  • Present sales ideas and training workshops virtually to increase advisors' knowledge of Brighthouse Financial's product offering

  • Responsible for keeping financial advisors abreast of Market and Legislative updates, rapidly changing products and service agreements

  • Solving advisors' problems while providing an excellent experience

  • Full accountability and ownership of problems until resolution is complete

  • Ability to make 900 outbound dials in a month

  • Ability to conduct phone or skype sales conversations with advisors? (Discovery Meetings, Practice Reviews)

Essential Business Experience and

Technical Skills:
  • 2+ year's sales experience, preferably in the life insurance industry. Advanced degrees or industry designations are a plus

  • Ability to sell a contract/present the product

  • Ability to communicate clearly and concisely as well as an ability to motivate the client to action with a high degree of professionalism

  • Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices

  • Expected to maintain a thorough knowledge of existing, new and enhanced products

  • Proven ability to grow a territory as measured by sales and persistency of business

  • Bachelor's degree or equivalent of experience and education

  • FINRA Series 6/7 and Series 63, Life and Health Insurance License with Variable Authority & CLTC

  • Ability to work independently and collaborate in a team environment



Number of Openings:

Nearest Major Market: Charlotte

Job Segment: Distribution, Operations, Sales

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Sales Specialist - Life Distribution

Brighthouse Financial