Previous experience with a General Agency, IMO/FMO/BGA, or as a Carrier Wholesaler.
Strong understanding of HNW planning and complex Life/Annuity product strategies.
Preferred experience as a Life insurance producer or advisor.
Life insurance license is preferred.
Responsibilities
Drive new business by recruiting and onboarding advisors and agencies.
Expand the network of advisors to increase Life & Annuity premium growth through targeted marketing.
Act as the liaison between advisors and carriers, providing case strategy and product alignment support.
Support advisor practice growth by delivering the firm's unique value proposition.
Benefits
Base salary complemented by quarterly bonuses and agency production override.
Full Job Description
IMO Business Development/Unified Wholesaler- Life & Annuities
Department: Insurance & Financial Services
Employment Type: Full Time
Location: California
Description
This is a critical, hybrid role combining the functions of a Business Development lead and a Carrier Liaison. The Business Development- IMO/Unified Wholesaler is primarily responsible for driving significant net premium growth in Life & Annuity products by strategically acquiring and developing advisor relationships across the U.S.
Key Responsibilities
Advisor Acquisition: Drive new business by actively recruiting and onboarding advisors (RIAs, independent agents, financial advisors) and agencies.
Premium Growth: Strategically expand the advisor network and drive Life & Annuity (L&A) premium growth through marketing targeted toward HNW advisors.
Strategic Support: Serve as the primary intermediary between advisors and carriers, providing expert case strategy support, product alignment, and carrier strategy insight.
Practice Development: Help advisors grow their practices by articulating and delivering the firm's unique value proposition.
Skills, Knowledge and Expertise
Must have previous experience working for a General Agency, IMO/FMO/BGA (e.g., Simplicity, FIG, DMI, Ash, Advisors Excel, AmeriLife, etc.) or as a Carrier Wholesaler (e.g., Global Atlantic, Athene, Protective, Pacific Life, etc.).
Strong understanding of High Net Worth (HNW) planning, complex case strategy, and Life/Annuity product positioning.
Past experience as a Life insurance producer or advisor is preferred.
Licensing: Life insurance license preferred.
Benefits
Base Salary/Draw:$100,000 - $120,000, complemented by quarterly bonuses and a substantial agency production override.
Earning Potential: Total annual earnings are structured to exceed $500,000 based on overall agency production brought in.
