Role Description
The Sr Internal Wholesaler works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for:
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Partnering with an External Wholesaler to create new and manage existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals.
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Servicing representatives through phone and email communication.
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Maintaining a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.
Essential Job Duties & Responsibilities:
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Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities.
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Maintain existing relationships to drive repeat producers.
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Make prospecting calls and pass qualified leads along to External Wholesalers.
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Provide product education to representatives as an expert on our product features and benefits.
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Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline.
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Work closely with the External Wholesaler to develop and execute a strategic business plan to maximize territory sales growth.
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Utilize Protective databases to create and maintain representative profile information on all sales activity.
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Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up.
Qualifications
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Bachelor's degree preferred or equivalent work experience.
Requirements
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Series 6, Series 63, and Life & Health license.
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Prior insurance or investment sales experience recommended.
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Must be adaptable and highly flexible to meet the needs of External Wholesalers and the insurance industry.
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Must have the ability to work in a challenging and collaborative environment.
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Competitive spirit and personal drive to succeed.
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Possess professional oral and written communication skills.
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Possess strong customer service skills.
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Proven attention to detail and ability to multi-task in a fast-paced environment.
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Must be a detail-oriented, well-organized self-starter with high energy and creativity.
Benefits
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Comprehensive health, dental, and vision insurance.
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Mental health benefits and an employee assistance program.
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Paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day).
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Contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching.
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ProHealth Rewards platform to improve wellbeing while earning cash rewards.