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Job Summary

Company
PlatinumID
Location
Toledo, OH
Industries
Retail
Insurance
Financial Services
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Education Level
Bachelor's Degree
Career Level
Manager (Manager/Supervisor of Staff)
Salary
50,000.00 - 350,000.00 USD /year
Commission and Bonus

External Wholesaler, RVP ,Fixed Income Securities and Annuities

About the Job

We are currently seeking experienced Mutual Fund, Bonds, Fixed Income Securities and/or annuity (VA and Fixed) to join our team as an External and Internal Wholesaler.


 


 


Territories available: Several new openings


 


Looking for wholesalers with relationships within the Independent Channel


 


NO FINANCIAL PLANNERS


 


 


This is an opportunity to break away from corporate america and own your own territory!


 


 


An entrepreneurial opportunity... with a company started by wholesalers, for wholesalers...


 


ยท        Why PlatinumID?


Competition among marketing firms are very stiff these days but PID tends to think they are on the cutting edge of product offerings for wholesalers and their existing relationships.  The majority of IMO market firms want you to sell their mainstream product that offers them the highest override and gives you little chance since the majority of financial representatives are already contracted.  We make YOU competitive since PID is the National Distributors for a few products that are actually very hot in today's market. PID having National distributions means you do not have to compete with another marketing firm. Here are some our products:


 



  • Equity Linked-CD's offered by the 5th and 10th largest banks in the World. 

Index Linked Certificates of Deposit pay interest at a rate that is tied to the return of a domestic or international market index. Principal is fully protected if the CD is held to maturity, even if the market declines. Index Linked CDs are FDIC Insured Certificates of Deposit held in a brokerage account and carry terms from 2 to 6 years. ...WE NEED wholesalers with Raymond James relationships


 



Saratoga is an investor-focused firm committed to providing state-of-the-art, institutional-based investment services to investors. The Saratoga Advantage Trust was designed to give investors the same advantages and access to professional management that larger investors have. Well over 400 broker dealer and wirehouse selling agreements in place that include LPL, UBS and Raymond James.


 



  • Fixed Annuities

PID is not a National Distributor of all fixed annuities and Life insurance but are contracted with over 50 different carriers.  PID takes much pride in finding quality companies which are not alway necessarily mainstream but provide an easier "in" with financial planners


 


Position Qualifications



  • Must have a Series 7 or 62
  • Must have Life Insurance License
  • Must have current RELATIONSHIPS within the Raymond James network and independent channel
  • Bachelor Degree preferred
  • Self-Motivated, Positive Attitude and a Team Player
  • Must have existing relationships with Independent or Banking channel
  • Must have atleast 2-5 years experience
  • Must have an indepth knowledge of Mutual Funds and Annuities
  • Must want to be a true business owner

 


 


  http://www.platinumid.net /


Call Chad at 800-576-7809 X-106

 
 

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