Senior Internal Wholesaler- Protection & Retirement (Remote)
Core
Partner with external wholesalers to increase revenue of protective products (life, health, retirement) by servicing representatives via phone and email, creating sales opportunities, and executing campaigns.
Role type
Senior Internal Wholesaler (Sales)
Builds
Protective products (insurance, retirement) for customers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
proactive sales calling, relationship management, prospecting, product education, sales pipeline execution, strategic business planning, database management, campaign execution
Preferred skills
prior insurance or investment sales experience
Technologies
Protective databases, Protective systems
Responsibilities
Make proactive sales calls to new and existing representatives; maintain existing relationships to drive repeat producers; make prospecting calls and pass qualified leads to external wholesalers; provide product education and compare products to competition; create sales opportunities and execute follow-up; work with external wholesalers to develop strategic business plans; utilize databases to maintain representative profiles; execute campaigns to generate leads.
Seniority
Senior, hands-on IC