Client Engaged Life Wholesaler (BD/Wirehouse/RIA)
Apollon Wealth Management, LLC, Columbia, SC, United States
Client Engaged Life Wholesaler (BD/Wirehouse/RIA)
Reports to: COO, Advisor Insurance Solutions
Status: Exempt
Work Environment: Remote or Hybrid
Job Description
We are seeking a high-performing Revenue Generating Wholesaler to drive new business development and client acquisition across Broker-Dealer, Wirehouse, and RIA channels.
This is a front-line, revenue-generating role designed for a proven producer who thrives in client-facing environments and is motivated by growth, access, and earning potential. The role combines direct client engagement, life insurance expertise, and end-to-end deal ownership, enabling the right individual to materially scale their production within a broader, more powerful distribution platform.
You will partner with financial advisors and engage directly with their clients to identify opportunities, structure sophisticated solutions, and close business at the point of sale. This is not a support function, this is a true revenue generating seat with meaningful influence over outcomes.
The ideal candidate is an established performer in life insurance and long-term care (disability and annuities where approved), with a track record of success, who is seeking expanded market access, stronger advisor connectivity, and the ability to accelerate growth beyond the limitations of their current platform.
Key Responsibilities
Drive production by sourcing, developing, and converting new business opportunities across BD, Wirehouse, and RIA relationships while expanding existing advisor wallet share and maintaining a strong self-generated pipeline
Lead client engagement by presenting tailored solutions, guiding complex financial decisions, and influencing outcomes to close business while serving as a trusted resource in high-net-worth and advanced planning conversations
Own the full deal lifecycle by leading cases from discovery through placement, maintaining momentum across all stages, and partnering with internal and external stakeholders to ensure seamless execution
Deliver life and long-term care planning solutions (disability and annuities where approved) by designing and positioning strategies (risk management, estate and legacy planning, wealth transfer, ILITs, and business succession), translating complex concepts into clear recommendations
Operate effectively within BD and RIA ecosystems by navigating compliance, suitability, and platform requirements, ensuring regulatory alignment, proactively building and managing pipeline, and collaborating with internal teams, underwriting, and carrier partners to drive efficient case progression and successful placement
Competencies
A proven insurance adviser with a consistent track record of driving and closing new business
Experienced in life insurance and long-term care, with strong product knowledge
Fluent in life insurance strategies, with the ability to lead sophisticated client conversations
Comfortable and confident engaging directly with end-clients, not just advisors
Someone who has likely outgrown their current environment, limited by access, distribution, or scale, not capability
Highly motivated by performance-based compensation with upside opportunity
Adept at balancing sales execution with technical expertise
Qualifications
5+ years of experience in financial services, insurance wholesaling, or advisor-facing sales roles
Demonstrated success in a production-driven client-facing sales role
Strong background in life insurance and advanced markets
Experience working within BD, Wirehouse, or RIA channels preferred
FINRA Series 6 or 7 and Life/Variable insurance licenses required
Why this role
True production role with direct impact on revenue and outcomes
Access to broader distribution and advisor networks to unlock growth
Ability to engage in larger, more sophisticated cases
High earning potential with uncapped upside aligned to performance
A platform designed to amplify proven professionals, not constrain them
Compensation & Benefits
Competitive base salary + uncapped production-based incentives
Additional incentives for point-of-sale cases
Health, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Licensing support, advanced sales training, and career growth opportunities
Opportunities for professional development and career growth
#J-18808-Ljbffr
Reports to: COO, Advisor Insurance Solutions
Status: Exempt
Work Environment: Remote or Hybrid
Job Description
We are seeking a high-performing Revenue Generating Wholesaler to drive new business development and client acquisition across Broker-Dealer, Wirehouse, and RIA channels.
This is a front-line, revenue-generating role designed for a proven producer who thrives in client-facing environments and is motivated by growth, access, and earning potential. The role combines direct client engagement, life insurance expertise, and end-to-end deal ownership, enabling the right individual to materially scale their production within a broader, more powerful distribution platform.
You will partner with financial advisors and engage directly with their clients to identify opportunities, structure sophisticated solutions, and close business at the point of sale. This is not a support function, this is a true revenue generating seat with meaningful influence over outcomes.
The ideal candidate is an established performer in life insurance and long-term care (disability and annuities where approved), with a track record of success, who is seeking expanded market access, stronger advisor connectivity, and the ability to accelerate growth beyond the limitations of their current platform.
Key Responsibilities
Drive production by sourcing, developing, and converting new business opportunities across BD, Wirehouse, and RIA relationships while expanding existing advisor wallet share and maintaining a strong self-generated pipeline
Lead client engagement by presenting tailored solutions, guiding complex financial decisions, and influencing outcomes to close business while serving as a trusted resource in high-net-worth and advanced planning conversations
Own the full deal lifecycle by leading cases from discovery through placement, maintaining momentum across all stages, and partnering with internal and external stakeholders to ensure seamless execution
Deliver life and long-term care planning solutions (disability and annuities where approved) by designing and positioning strategies (risk management, estate and legacy planning, wealth transfer, ILITs, and business succession), translating complex concepts into clear recommendations
Operate effectively within BD and RIA ecosystems by navigating compliance, suitability, and platform requirements, ensuring regulatory alignment, proactively building and managing pipeline, and collaborating with internal teams, underwriting, and carrier partners to drive efficient case progression and successful placement
Competencies
A proven insurance adviser with a consistent track record of driving and closing new business
Experienced in life insurance and long-term care, with strong product knowledge
Fluent in life insurance strategies, with the ability to lead sophisticated client conversations
Comfortable and confident engaging directly with end-clients, not just advisors
Someone who has likely outgrown their current environment, limited by access, distribution, or scale, not capability
Highly motivated by performance-based compensation with upside opportunity
Adept at balancing sales execution with technical expertise
Qualifications
5+ years of experience in financial services, insurance wholesaling, or advisor-facing sales roles
Demonstrated success in a production-driven client-facing sales role
Strong background in life insurance and advanced markets
Experience working within BD, Wirehouse, or RIA channels preferred
FINRA Series 6 or 7 and Life/Variable insurance licenses required
Why this role
True production role with direct impact on revenue and outcomes
Access to broader distribution and advisor networks to unlock growth
Ability to engage in larger, more sophisticated cases
High earning potential with uncapped upside aligned to performance
A platform designed to amplify proven professionals, not constrain them
Compensation & Benefits
Competitive base salary + uncapped production-based incentives
Additional incentives for point-of-sale cases
Health, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Licensing support, advanced sales training, and career growth opportunities
Opportunities for professional development and career growth
#J-18808-Ljbffr