Internal Wholesaler

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

📋 Description

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

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

• Enhance agent recruitment and retention through innovative sales strategies, marketing initiatives, illustrations, and effective utilization of company resources.

• Cultivate relationships with key producers concerning intricate sales concepts, marketing strategies, and product details.

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

• Engage in proactive calling to designated agents to expand the territory.

• Generate new business by recruiting agents and developing existing agent groups.

• Collaborate with sales resources for producer development.

• Reach out to underperforming agents in a sales capacity.

• Maintain supportive relationships with sales teams, operations, 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 and creative solutions.

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

⛳️ Requirements

• Strong interpersonal and written communication abilities.

• Exceptional customer service skills for both internal and external clients.

• Proficient time management and prioritization capabilities.

• Capacity to manage multiple tasks concurrently.

• Ability to work autonomously as well as collaboratively in a team environment.

• Capability to operate in a self-directed manner.

• Experience using PCs in a Windows setting.

• Proficient in Microsoft Office software applications.

• Skill in analyzing issues and formulating solutions.

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

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

• Excellent telephone etiquette.

• Maturity, competitiveness, and a strong work ethic.

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

• Basic understanding of insurance underwriting.

• Two years of experience in the life insurance industry, 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

• Comprehensive benefits package including PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

• Incentive awards based on individual and company performance.

• Fully remote work from home.