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IMO Business Development/Unified Wholesaler- Life & Annuities

Stone Hendricks Group

Role overview

Qualifications

  • Previous experience working for a General Agency, IMO/FMO/BGA or as a Carrier Wholesaler
  • Strong understanding of High Net Worth (HNW) planning and complex case strategy
  • Past experience as a Life insurance producer or advisor is preferred
  • Life insurance license preferred

Responsibilities

  • Drive new business by actively recruiting and onboarding advisors and agencies
  • Strategically expand the advisor network and drive Life Annuity premium growth through marketing
  • Serve as the primary intermediary between advisors and carriers, providing expert case strategy support
  • Help advisors grow their practices by articulating and delivering the firm's unique value proposition

Key facts

Hard skills

Other skills

  • Training And Development

About the company

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Stone Hendricks Group

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Job 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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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