Internal Wholesaler

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

📋 Description

• Drive sales and cultivate robust relationships with producers to generate revenue and achieve sales targets.

• Proactively reach out to agents and recruit new talent to expand a book of business.

• Foster working relationships with producers by promoting agent recruitment and retention through innovative sales ideas, marketing initiatives, illustrations, and effective management of Crump resources.

• Establish relationships with key producers to discuss intricate sales concepts, marketing strategies, and product details.

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

• Make proactive outreach to designated agents to develop territory.

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

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

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

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

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

• Coordinate with the sales team and producers to execute complex and advanced illustrations, consulting on creative solutions.

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

⛳️ Requirements

• Strong interpersonal and written communication abilities.

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

• Proficient time management skills.

• Ability to prioritize and complete multiple tasks concurrently.

• Capable of working autonomously as well as collaboratively within a team.

• Ability to operate in a self-directed manner.

• Experience using PCs in a Windows environment.

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

• Ability to analyze challenges and devise effective solutions.

• Skilled in communicating with individuals at all organizational levels.

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

• Excellent telephone etiquette.

• Ability to exhibit maturity, competitiveness, and a strong work ethic.

• Demonstrated knowledge of the insurance industry, including life and related insurance products and sales processes.

• Basic understanding of insurance underwriting.

• Two years of professional experience in the life insurance sector, including one year in a sales support role.

• Series 6 and State Insurance Licenses (preferred).

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

🏝️ Benefits

• Paid Time Off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings plan.

• Disability insurance.

• Life insurance.