Internal Wholesaler

This is a fully remote position, open to applicants in North Carolina, +1 more state.

📋 Description

• Cultivate relationships with key producers to explore intricate sales concepts, marketing initiatives, and product details.

• Sustain and enhance team sales objectives in conjunction with sales resources.

• Initiate proactive outreach to assigned agents to expand territory.

• Generate new business by recruiting additional agents and expanding existing agent groups to optimize revenue potential.

• Collaborate with sales resources across all facets of producer development.

• Engage with lower-producing agents in a sales capacity.

• Nurture proactive and supportive relationships with sales and operations teams, assigned agent groups, and solution centers.

• Acquire in-depth knowledge of products, carriers, and Crump resources.

• Work alongside the sales team and producers to execute complex and advanced illustrations and provide consultation on innovative solutions.

• Efficiently utilize the company’s client management system to oversee the sales process.

⛳️ Requirements

• Strong interpersonal and written communication abilities.

• Capability to deliver exceptional customer service to both internal and external stakeholders.

• Proficient time management skills.

• Ability to prioritize and manage multiple tasks concurrently.

• Competent in working both independently and collaboratively within a team setting.

• Ability to operate in a self-directed manner.

• Familiarity with PCs in a Windows environment.

• Demonstrated proficiency in fundamental computer applications, including Microsoft Office software products.

• Skill in analyzing problems and formulating solutions.

• Ability to communicate effectively with individuals at all organizational levels.

• Bachelor's degree or equivalent education, training, and relevant work experience.

• Excellent telephone etiquette.

• Demonstrated maturity, competitiveness, and a strong work ethic.

• Solid understanding of the insurance industry, including life and other related insurance products and sales processes.

• Basic knowledge of insurance underwriting.

• Minimum of two years of experience in the life insurance sector, with at least one year in a sales support role.

• Preferred: Series 6 and State Insurance Licenses.

• Preferred: Familiarity with sales concepts, illustrations, and the underwriting process.

• Successful completion of a background screening.

🏝️ Benefits

• Paid Time Off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings options.

• Disability insurance.

• Life insurance.