The Business Development Specialist drives annuity sales within an assigned territory through hybrid wholesaling activities. Responsibilities include prospecting and recruiting financial advisors, onboarding and training them, executing territory sales and marketing strategies, managing broker-dealer relationships, conducting consultative sales, maintaining CRM records, coordinating with internal teams, and ensuring compliance. The role requires approximately 25–35% travel within the territory.

Drives annuity sales across a regional territory by developing advisor and financial institution relationships, executing strategic sales plans, educating advisors on products, expanding the producer base, forecasting demand, and exceeding territory goals. The role requires extensive networking, prospecting, product expertise, business development, sales resource prioritization, and frequent client meetings, seminars, and training events. Travel is required up to 75% of the time.

Lead territory sales for annuity products to bank and broker-dealer advisors, build and manage advisor relationships, execute long-range sales plans, prospect and expand producer base, deliver product education, forecast territory performance, and travel extensively to meet sales goals.