Internal Wholesaler

Posted Sep 9

This is a fully remote position, open to applicants in North Carolina, +2 more states.

📋 Description

• Drive revenue by establishing and nurturing relationships with producers to achieve sales targets.

• Actively reach out to agents and recruit new agents to expand the business portfolio.

• Cultivate relationships with producers while promoting agent recruitment and retention through innovative sales strategies, marketing initiatives, illustrations, and Crump resources.

• Foster connections with key producers concerning intricate sales concepts, marketing strategies, and product offerings.

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

• Generate new business opportunities through agent recruitment and the expansion of existing agent groups.

• Collaborate with sales resources to support producer development.

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

• Maintain strong relationships with sales, operations, assigned agents, and solution centers.

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

• Coordinate sophisticated and advanced illustrations while providing consultation on creative solutions.

• Utilize the company's client management system to oversee the sales process.


⛳️ Requirements

• Strong interpersonal and written communication skills.

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

• Proficient time management skills.

• Ability to prioritize and manage multiple tasks effectively.

• Capacity to work autonomously as well as collaboratively within a team.

• Self-directed work style.

• Familiarity with PCs in a Windows environment.

• Proficient in Microsoft Office software applications.

• Skill in analyzing problems and formulating solutions.

• Ability to communicate effectively with individuals across 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.

• Knowledge of the insurance sector, including life and related insurance products and sales processes.

• Basic understanding of insurance underwriting.

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


🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance

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