Life Insurance Wholesaler

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Establish, nurture, and enhance relationships with independent agents and financial advisors through strategic recruiting and business development efforts.

• Identify and connect with life insurance-oriented, progressive producers who are aligned with advanced planning methodologies.

• Collaborate with advisors to effectively position and implement life insurance solutions tailored for their clients.

• Act as a consultative resource for planning concepts, case design, and strategy implementation.

• Maintain a structured approach to managing the sales pipeline, tracking activities, and ensuring follow-ups.

• Work with internal teams to facilitate the progression of cases from initial concept to final placement.

⛳️ Requirements

• Previous experience in life insurance sales, wholesaling, or advanced planning distribution is essential.

• Exceptional consultative sales and relationship management capabilities.

• A strong sense of accountability and intrinsic motivation.

• Organized methodology in managing clients and the sales pipeline.

• A valid Life & Health license is mandatory.

• Series 6 and 63 licenses are preferred.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental coverage

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance coverage