Business Development & Unified Wholesaler – Life & Annuities

About the role

This hybrid position combines business development leadership with carrier liaison duties. You will be responsible for driving net premium growth in Life & Annuity products by strategically acquiring and nurturing advisor relationships across the United States.

Key responsibilities

• Advisor Acquisition: Recruit, onboard, and activate new RIAs, independent agents, and financial advisors.
• Premium Growth: Expand the advisor network and increase Life & Annuity premium through targeted marketing to high‑net‑worth advisors.
• Strategic Support: Act as the primary intermediary between advisors and carriers, providing case‑strategy guidance and product alignment.
• Practice Development: Communicate the firm’s unique value proposition to help advisors grow their practices.

Required profile

• Prior experience with a General Agency, IMO/FMO/BGA, or as a carrier wholesaler.
• Strong understanding of high‑net‑worth planning, complex case strategy, and Life/Annuity product positioning.
• Life insurance producer or advisor experience is preferred.
• Life insurance license preferred.

Required skills

What we offer

• Base salary/draw ranging from $100,000 to $120,000.
• Quarterly bonuses and a substantial agency production override.
• Total annual earnings potential exceeding $500,000 based on production.