Internal Wholesaler II

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with External Wholesaler(s) in designated sales territories

• Establish new and manage existing connections with representatives to boost Protective product revenue and meet territory sales targets

• Primarily support representatives through phone and email communication

• Initiate proactive daily sales calls to both new and existing representatives

• Implement sales campaigns, seek new business prospects, conduct follow-up meeting calls, and make additional calls as required

• Sustain current relationships to encourage repeat business

• Conduct prospecting calls and refer qualified leads to External Wholesalers

• Provide product education, respond to inquiries, and compare Protective products against competitors' offerings

• Identify sales opportunities and follow up to advance prospects through the sales pipeline

• Formulate and implement a strategic business plan with the External Wholesaler to optimize territory sales growth

• Utilize Protective databases to create and maintain representative profile information related to sales activities

• Execute campaigns leveraging Protective systems to generate sales leads and facilitate meaningful follow-up

⛳️ Requirements

• Prior experience in insurance or investment sales is preferred

• Flexible and adaptable to meet the demands of External Wholesalers and the insurance sector

• Capability to thrive in a challenging and collaborative environment

• Competitive nature and personal ambition to achieve success

• Professional communication skills, both oral and written

• Strong customer service abilities

• Demonstrated attention to detail and capacity to multitask in a fast-paced setting

• Detail-oriented, organized self-starter with high energy and innovative thinking

• Bachelor's degree preferred or equivalent professional experience

• Series 6, Series 63, and Life license required

🏝️ Benefits

• Comprehensive health insurance

• Dental insurance

• Vision insurance

• Mental health benefits

• Employee assistance program

• Paid time off

• Paid parental leave

• Short-term disability

• Cultural observance day

• Contributions to healthcare accounts

• Pension plan

• 401(k) plan with company matching

• ProHealth Rewards wellbeing platform featuring cash rewards

• Sales incentive plan (SIP) providing cash compensation