Tbwa Chiat/Day Inc
Annuities Wholesaling Lead Jersey City
Tbwa Chiat/Day Inc, Jersey City, New Jersey, United States, 07390
Flourish was founded in 2017 with the goal of helping financial advisors to better secure the financial futures of their clients. We focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.Today, we work with over 700 RIAs that collectively represent more than $1.5T in assets under management across three products: Flourish Annuities, Flourish Cash, and Flourish Crypto. Headquartered in New York City, we are an independently operating, wholly owned subsidiary of MassMutual Life Insurance Company.Read on if you are interested in joining a small, highly collaborative, rapidly growing startup—backed by the support and stability of a Fortune 500 company.About You
You are an experienced sales leader, and have extensive expertise with annuities and in working with RIAs. In this role you’ll be delivering an exceptional client experience as well as implementing infrastructure and scaling a team. You are an operationally-minded problem solver who thinks strategically about client growth; you are always eager to hop on calls with clients, and then look to implement repeatable learnings across other clients. You have successfully developed new territories or markets, and have experience developing messaging, crafting a sales pitch, and refining sales strategy to achieve results. You have experience managing other sellers, and are excited to both manage a team and work within the trenches as a “player-coach.”You have excellent communication skills, both written and verbal. You are an organized, strategic thinker, as comfortable reviewing business metrics as you are pitching a client. You are excited by the prospect — and the challenge — of doing something new, combining established products with novel technology to achieve results. While you are highly self-motivated, you are also deeply team oriented and look to work collaboratively to achieve results. You have experience working with clients, sales teams, marketing organizations, data and product teams, thinking cross-functionally about driving client success.About the Role
Hundreds of billions of dollars in annuities are sold in the United States each year, yet adoption in the RIA space is almost zero. We recently launched Flourish Annuities, leveraging a technology-driven insurance desk to bring annuities to the independent RIA space. As the Flourish Annuities Wholesaling Lead, you will report to the Head of Flourish Insurance Agency, manage a team of annuities sales specialists, and partner closely with Flourish’s existing sales and relationship management teams to drive results.In this role, you will lead the Annuities Sales Specialist function for Flourish Annuities, setting overall team strategy and managing execution. Whether through your own efforts or those of your team, you will set sales strategy, hire, train and mentor junior sales specialists, and develop repeatable processes for driving adoption of Flourish Annuities. You will help create and test messaging, define our approach to outreach and follow-up, drive outbound campaigns, attend conferences and events, and more. You will serve as the voice of the client internally, help manage product rollouts and client communications.In addition to overseeing the division, you will personally work with a set of RIAs, ranging from existing strategic accounts to new firms. As a seller, you’ll work at all levels of the sales cycle, from delivering CIO-level presentations to building relationships with individual advisors to working with individual end-clients, as necessary. You’ll serve as a subject matter expert on all things Flourish Annuities, from insurance products (MYGAs, FIAs, RILAs) to technology, serving both clients and internal audiences as we work to deliver insights, improve the product offering, and drive commercial success for the business as a whole.Lead the Annuities Sales Specialist function for Flourish Annuities, setting team strategy and owning executionPartner with Flourish’s existing sales team to sell Flourish Annuities to and through RIAs, joining and leading sales calls, answering client questions, and generally serving as a sales-focused subject-matter expert on the teamManage a small but growing team of Annuities Sales Specialists, including hiring, training, coaching, and oversightBoth through your team’s efforts and in partnership with Flourish’s sales team, generate pipeline for Flourish Annuities through warm outreach to Flourish’s existing RIAs and cold outreach (email, cold calls, conferences, networking etc.) to new RIAsEducate and drive adoption amongst individual advisors, whether through group trainings, 1-1 phone calls, email outreach, or in person meetingsPartner with the Marketing team on the creation of sales and marketing materials in support of overall go-to-market initiatives, including pitch decks, one-pagers, email marketing, and web copyServe as an escalation path for Insurance Agency staff for detailed client or advisor questions, assisting end-clients in completion of applications if neededManage sales pipeline, goal setting and track client conversations using CRMPartner with the Product and Design organization on collecting and sharing client feedback, providing feedback on new products and features, and assisting in rollout of new features to existing clientsPartner with the Data team to define key metrics, analytics and reporting needed to measure and drive Activation successWillingness to travel for sales pitches and conferences (less than 20% travel)Stay current on general trends in the financial industry, and specifically within wealth management and annuitiesMaintain excellent communication with internal Flourish leadership and stakeholdersExercise considerable judgment and analysis to arrive at recommendations and/or conclusionsMinimum Qualifications
Bachelor’s degree or equivalent practical experience8+ total years of relevant insurance industry sales, inclusive of at least 2+ years of annuities sales experience and at least 2+ years of experience working with wealth-management focused financial advisorsExperience in people management and team leadershipLife insurance license or willingness to get licensed within 60 days of hireSeries 7 licensed or willingness to get a Series 7 within 90 days of joiningPreferred Qualifications
Background in financial services generally, and financial technology or financial innovation more specifically. Experience working within wealth management is highly preferred.Ability to sift “signal from noise,” applying analytical skills to identify client challenges and scalable solutionsExperience with project management and general operational rigorExperience working as part of a fast-moving team with minimal guidanceHighly comfortable with technology, both personally and professionallyExcellent written and verbal communications, both internally and externallyStrong problem solver and creative, independent thinkerEnergetic, positive and charismaticAt Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.Base Salary Range: $156,000 - $204,700 plus bonusDisclosures:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.Accepted file types: pdf, doc, docx, txt, rtfAccepted file types: pdf, doc, docx, txt, rtfLinkedIn ProfileWebsiteU.S. Work Status:
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For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.As set forth in Flourish’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Select...Voluntary Self-Identification of Disability
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You are an experienced sales leader, and have extensive expertise with annuities and in working with RIAs. In this role you’ll be delivering an exceptional client experience as well as implementing infrastructure and scaling a team. You are an operationally-minded problem solver who thinks strategically about client growth; you are always eager to hop on calls with clients, and then look to implement repeatable learnings across other clients. You have successfully developed new territories or markets, and have experience developing messaging, crafting a sales pitch, and refining sales strategy to achieve results. You have experience managing other sellers, and are excited to both manage a team and work within the trenches as a “player-coach.”You have excellent communication skills, both written and verbal. You are an organized, strategic thinker, as comfortable reviewing business metrics as you are pitching a client. You are excited by the prospect — and the challenge — of doing something new, combining established products with novel technology to achieve results. While you are highly self-motivated, you are also deeply team oriented and look to work collaboratively to achieve results. You have experience working with clients, sales teams, marketing organizations, data and product teams, thinking cross-functionally about driving client success.About the Role
Hundreds of billions of dollars in annuities are sold in the United States each year, yet adoption in the RIA space is almost zero. We recently launched Flourish Annuities, leveraging a technology-driven insurance desk to bring annuities to the independent RIA space. As the Flourish Annuities Wholesaling Lead, you will report to the Head of Flourish Insurance Agency, manage a team of annuities sales specialists, and partner closely with Flourish’s existing sales and relationship management teams to drive results.In this role, you will lead the Annuities Sales Specialist function for Flourish Annuities, setting overall team strategy and managing execution. Whether through your own efforts or those of your team, you will set sales strategy, hire, train and mentor junior sales specialists, and develop repeatable processes for driving adoption of Flourish Annuities. You will help create and test messaging, define our approach to outreach and follow-up, drive outbound campaigns, attend conferences and events, and more. You will serve as the voice of the client internally, help manage product rollouts and client communications.In addition to overseeing the division, you will personally work with a set of RIAs, ranging from existing strategic accounts to new firms. As a seller, you’ll work at all levels of the sales cycle, from delivering CIO-level presentations to building relationships with individual advisors to working with individual end-clients, as necessary. You’ll serve as a subject matter expert on all things Flourish Annuities, from insurance products (MYGAs, FIAs, RILAs) to technology, serving both clients and internal audiences as we work to deliver insights, improve the product offering, and drive commercial success for the business as a whole.Lead the Annuities Sales Specialist function for Flourish Annuities, setting team strategy and owning executionPartner with Flourish’s existing sales team to sell Flourish Annuities to and through RIAs, joining and leading sales calls, answering client questions, and generally serving as a sales-focused subject-matter expert on the teamManage a small but growing team of Annuities Sales Specialists, including hiring, training, coaching, and oversightBoth through your team’s efforts and in partnership with Flourish’s sales team, generate pipeline for Flourish Annuities through warm outreach to Flourish’s existing RIAs and cold outreach (email, cold calls, conferences, networking etc.) to new RIAsEducate and drive adoption amongst individual advisors, whether through group trainings, 1-1 phone calls, email outreach, or in person meetingsPartner with the Marketing team on the creation of sales and marketing materials in support of overall go-to-market initiatives, including pitch decks, one-pagers, email marketing, and web copyServe as an escalation path for Insurance Agency staff for detailed client or advisor questions, assisting end-clients in completion of applications if neededManage sales pipeline, goal setting and track client conversations using CRMPartner with the Product and Design organization on collecting and sharing client feedback, providing feedback on new products and features, and assisting in rollout of new features to existing clientsPartner with the Data team to define key metrics, analytics and reporting needed to measure and drive Activation successWillingness to travel for sales pitches and conferences (less than 20% travel)Stay current on general trends in the financial industry, and specifically within wealth management and annuitiesMaintain excellent communication with internal Flourish leadership and stakeholdersExercise considerable judgment and analysis to arrive at recommendations and/or conclusionsMinimum Qualifications
Bachelor’s degree or equivalent practical experience8+ total years of relevant insurance industry sales, inclusive of at least 2+ years of annuities sales experience and at least 2+ years of experience working with wealth-management focused financial advisorsExperience in people management and team leadershipLife insurance license or willingness to get licensed within 60 days of hireSeries 7 licensed or willingness to get a Series 7 within 90 days of joiningPreferred Qualifications
Background in financial services generally, and financial technology or financial innovation more specifically. Experience working within wealth management is highly preferred.Ability to sift “signal from noise,” applying analytical skills to identify client challenges and scalable solutionsExperience with project management and general operational rigorExperience working as part of a fast-moving team with minimal guidanceHighly comfortable with technology, both personally and professionallyExcellent written and verbal communications, both internally and externallyStrong problem solver and creative, independent thinkerEnergetic, positive and charismaticAt Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.Base Salary Range: $156,000 - $204,700 plus bonusDisclosures:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.Accepted file types: pdf, doc, docx, txt, rtfAccepted file types: pdf, doc, docx, txt, rtfLinkedIn ProfileWebsiteU.S. Work Status:
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Select...Are you legally authorized to work in the U.S.?Will you now or in the future require sponsorship for employment visa status (e.g. H1-B visa status)? *
Select...EducationSchool
Select...Degree
Select...Select...Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.As set forth in Flourish’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Select...Voluntary Self-Identification of Disability
Form CC-305Page 1 of 1OMB Control Number 1250-0005Expires 04/30/2026Voluntary Self-Identification of Disability
Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to:Alcohol or other substance use disorder (not currently using drugs illegally)Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDSBlind or low visionCancer (past or present)Cardiovascular or heart diseaseCeliac diseaseCerebral palsyDeaf or serious difficulty hearingDiabetesDisfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disordersEpilepsy or other seizure disorderGastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndromeIntellectual or developmental disabilityMental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSDMissing limbs or partially missing limbsMobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supportsNervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilitiesPartial or complete paralysis (any cause)Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysemaShort stature (dwarfism)Traumatic brain injury
Disability Status
Select...
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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