Internal Wholesaler II- (Protection & Retirement)
Core
Partner with External Wholesalers to increase revenue of Protective products and achieve territory sales goals through phone and email communication.
Role type
Sales representative (insurance)
Builds
Protective products (insurance)
Domain
Insurance
Deliverable
client delivery
Required skills
sales, prospecting, relationship management, product education, pipeline management, database management
Preferred skills
insurance or investment sales experience
Technologies
Protective databases, Protective systems
Responsibilities
Make proactive sales calls to strengthen relationships and find selling opportunities; Maintain existing relationships to drive repeat producers; Make prospecting calls and pass qualified leads to External Wholesalers; Provide product education to representatives; 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
Individual Contributor