The Director of Insurance and Annuity Sales is primarily responsible for leading the strategy, implementation and delivery of advanced insurance and annuity sales support throughout the WRI Sales Team. This individual provides proactive mentoring and sales support to all Waddell & Reed Advisors, via phone and face to face, helping drive insurance and annuity sales throughout the Firm’s advisor sales force. This role will be providing proactive oversight of the daily sales, product training and the mentoring of the WRI Sales Team related to all insurance and annuity products. The individual should possess strong sales, analytical and technical skills, advanced knowledge of the insurance and annuity space, how it fits into the financial plan. These skills must be combined with a unique ability to lead and motivate others, communicate and collaborate effectively with advisors in a sales environment. In addition, the individual must be able to effectively teach, train and mentor advisors throughout the entire insurance and annuity sales process.

Required Skills

Must possess the knowledge, phone skills and technical expertise to effectively develop effective marketing strategies, lead/manage others, consult with and support advisors on comprehensive insurance and annuity sales case analysis and delivery including:

• Inbound/outbound calls
• Participate in all aspects of insurance and annuity product review
• Assist in resolution for insurance and annuity case management
• Communicate all relevant insurance and annuity product information to WRI Sales Team
• Analysis, comparison and statistical analysis among insurance and annuity products
• Track, report and project current/future insurance and annuity sales
• Work with Partners to help align products with WDR Advisors
• Advisor sales support and development

Required Experience

• Bachelor’s degree and 8+ years insurance sales and product support
• Management experience, individuals and/'or teams
• CLU, ChFC, CFP designations preferred
• Life, Health and Variable Insurance Licenses required
• Knowledge of risk management products, including, but no limited to: Variable Annuities, Variable Life, fixed products and alternative VA’s
• Experience managing/leading others in a sales or sales support environment
• Skilled in verbal and written communications
• Proven track record of successfully growing insurance activity
• Extensive knowledge of advanced insurance planning concepts and strategies
• Series 7, 24 & 66 (or 63 & 65) registrations, or obtain within 6 months

Must possess the knowledge, phone skills and technical expertise to effectively develop effective marketing strategies, lead/manage others, consult with and support advisors on comprehensive insurance and annuity sales case analysis and delivery including:

• Inbound/outbound calls
• Participate in all aspects of insurance and annuity product review
• Assist in resolution for insurance and annuity case management
• Communicate all relevant insurance and annuity product information to WRI Sales Team
• Analysis, comparison and statistical analysis among insurance and annuity products
• Track, report and project current/future insurance and annuity sales
• Work with Partners to help align products with WDR Advisors
• Advisor sales support and development