Internal Wholesaler II

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

📋 Description

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

• Establish and nurture new relationships with representatives to boost Protective product revenue and meet territory sales objectives

• Primarily engage with representatives through phone and email correspondence

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

• Initiate sales campaigns, seek new business opportunities, conduct follow-up meeting calls, and complete other designated calls

• Sustain existing relationships to encourage repeat producers

• Conduct prospecting calls and refer qualified leads to External Wholesalers

• Offer product education, address inquiries, and compare Protective products with those of competitors

• Generate sales opportunities and manage follow-up through the sales pipeline

• Develop and implement a strategic business plan alongside the External Wholesaler to optimize territory sales growth

• Maintain representative profile data and sales activities within Protective databases

• Execute campaigns utilizing Protective systems to create territory sales leads and meaningful follow-up

⛳️ Requirements

• Recommended prior experience in insurance or investment sales

• Must be adaptable and highly flexible to accommodate the needs of External Wholesalers and the insurance sector

• Capability to thrive in a challenging and collaborative environment

• Competitive nature and personal motivation to achieve success

• Strong professional oral and written communication abilities

• Excellent customer service skills

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

• Detail-oriented, well-organized self-starter with high energy and creativity

• Bachelor's degree preferred or equivalent work experience

• Possession of Series 6, Series 63, SIE, and Life licenses

🏝️ Benefits

• Comprehensive health, dental, and 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 platform with cash rewards

• Sales Incentive Plan (SIP); target annual incentive compensation currently estimated at $25k-$40k, depending on individual performance and applicable plan terms