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External Wholesaler

Position Available for Immediate Hire

Forethought Financial Group, Inc. has exciting opportunities for External Wholesaler positions. We will review your resume and, if interested, will contact you to discuss the various territory opportunities.

If you meet the following requirements and are interested in this position or have any questions, please contact Human Resources by email at: Human.Resources2@forethought.com.

SUMMARY:

We are looking for individuals who will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with financial advisors. This a sales position, with a base salary and monthly commission paid on territory sales.

RESPONSIBILITIES:

  • Develop and maintain profitable, productive relationships with financial advisors in an assigned territory in order to significantly capture sales and market share.
  • Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management in order to maximize client time  and to ensure activity corresponds to territory priorities.
  • Develop and implement business plans for the territory using activity-oriented objectives, in order to guide day-to-day priorities and to track progress against goals.
  • Work closely with internal wholesalers to continue to develop already established territories.
  • Explain in detail the features, benefits and advantages of the Forethought products to financial advisors.
  • Demonstrate effective use of client & territory management tools including salesforce.com.
  • Leverage and maximize centers of influence in the territory.

REQUIREMENTS:

  • Proven track record of consistently meeting and/or exceeding performance expectations.
  • Drive performance targets to completion.
  • Proficiency in financial services sales, wholesaling, retirement plans, relationship management.
  • Responsible, conscientious and self-motivated.
  • Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities.
  • Ability to create and deliver effective presentations, seminars, workshops and branch meetings to current and prospective brokers.
  • Be flexible with ability to accept, create and manage change.
  • Display willingness to quickly learn product lines, procedures and workflows.
  • Have Series 6, 63 and Life exam successfully completed.
  • 5-7+ years of financial services sales experience preferred.

DISCLAIMER:

The above statements are included to describe the general nature and level of work performed by associates assigned to this position. They should not be construed as an exhaustive list all responsibilities, duties, and skills required of personnel so classified.

About Forethought

Founded in 1985, Forethought Financial Group, Inc. (“Forethought”) is a privately-held, diversified financial services organization based in Houston, Texas, with insurance operations throughout the United States. Forethought provides life insurance and annuities that help America’s senior middle market plan for their pre-retirement, retirement and end-of-life needs through key third-party distribution relationships.

Forethought’s experienced leadership and financial discipline underlie strong growth and success in the marketplace. With a targeted strategy and multifaceted product lines, Forethought delivers enduring value to customers, distribution partners and shareholders.