Bilingual Internal Wholesaler
Core
Support regional sales growth for individual life and living benefits insurance by partnering with external wholesalers and financial advisors.
Role type
Bilingual Internal Wholesaler
Builds
Sales pipelines and advisor relationships for life and living benefits insurance
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance sales, territory planning, case consultation, product education, data analysis, Salesforce, Excel, bilingual communication
Preferred skills
LLQP designation, proactive outreach, relationship building, territory strategy
Technologies
Salesforce, Microsoft Office, Excel
Responsibilities
Proactively engage financial advisors to identify and support insurance sales opportunities; Partner with External Wholesalers to execute territory strategies; Manage daily activities to meet productivity objectives; Handle advisor inquiries including case consultations and product illustrations; Use data and analytics to execute 60-day business cycles; Identify and follow up on opportunities to move prospects through the sales process; Maintain accurate records of activities and interactions.
Seniority
Mid-level, hands-on IC