Senior Internal Wholesaler – Protection & Retirement

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

📋 Description

• Conduct proactive daily sales calls with both new and existing representatives to enhance relationships and uncover selling opportunities.

• Sustain current relationships to boost repeat producers.

• Initiate prospecting calls and forward qualified leads to External Wholesalers.

• Deliver product education to representatives, addressing inquiries and comparing Protective products with those of competitors.

• Generate sales opportunities and carry out follow-ups to advance opportunities through the sales pipeline.

• Collaborate with the External Wholesaler to formulate and implement a strategic business plan aimed at territory sales growth.

• Utilize Protective databases to establish and maintain representative profile data and sales activities.

• Implement campaigns using Protective systems to produce territory sales leads and follow up accordingly.

• Partner with External Wholesalers in geographic sales territories to enhance Protective product revenue and meet territory sales objectives.

• Provide service to representatives primarily through phone and email communication.

⛳️ Requirements

• Bachelor's degree preferred or equivalent work experience is required.

• Possession of a Series 6 license.

• Possession of a Series 63 license.

• Life & Health license is necessary.

• Previous experience in insurance or investment sales is recommended.

• Must be adaptable and highly flexible to fulfill the needs of External Wholesalers and the insurance industry.

• Capability to work in a challenging and collaborative environment.

• A competitive spirit and personal motivation to excel are essential.

• Excellent oral and written communication skills are required.

• Strong customer service abilities are necessary.

• Proven attention to detail and the ability to multitask in a fast-paced setting.

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

🏝️ 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 offering cash rewards.

• Sales Incentive Plan (SIP) with target annual sales incentive compensation estimated between $80,000 and $100,000.