Internal Wholesaler

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

📋 Description

• Drive sales and establish robust relationships with producers to enhance revenue and achieve sales targets.

• Actively reach out to agents and recruit new ones to expand a book of business.

• Cultivate working relationships with producers through innovative sales ideas, marketing initiatives, illustrations, and optimal use of company resources.

• Foster connections with key producers to discuss intricate sales strategies, marketing efforts, and product details.

• Sustain and elevate team sales objectives in alignment with sales resources.

• Initiate proactive calls to assigned agents to enhance territory development.

• Generate new business by attracting new agents and expanding existing agent groups.

• Collaborate with sales resources in producer development initiatives.

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

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

• Acquire expert knowledge of products, carriers, and company resources.

• Coordinate with sales teams and producers on complex and advanced illustrations, offering creative consultation.

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

⛳️ Requirements

• Strong interpersonal and written communication abilities.

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

• Proficient in time management and prioritization skills.

• Ability to manage multiple tasks concurrently.

• Capacity to work both independently and collaboratively within a team.

• Experience with PCs in a Windows environment.

• Proficient in Microsoft Office applications.

• Ability to analyze issues and devise effective solutions.

• Competence in communicating with individuals across all organizational levels.

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

• Excellent telephone etiquette skills.

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

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

• Basic understanding of insurance underwriting.

• A minimum of two years of experience in the life insurance industry, including at least one year in a sales support capacity.

• Series 6 and state insurance licenses are preferred.

• Familiarity with sales concepts, illustrations, and the underwriting process is preferred.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance