Bilingual Internal Wholesaler
Core
Partner with external wholesalers to manage a regional sales territory and grow individual life and living benefits insurance sales.
Role type
Internal Insurance Wholesaler
Builds
Individual life and living benefits insurance sales
Domain
Insurance / Financial Services
Required skills
Sales experience, LLQP designation, Microsoft Office proficiency, English and French communication, Data analytics, Salesforce usage
Preferred skills
Self-starter, creativity, problem-solving, relationship-building
Technologies
Salesforce, Microsoft Office
Responsibilities
Proactively engage advisors to uncover sales opportunities, Manage daily tasks to meet productivity goals, Handle case consultations and product training inquiries, Use data and analytics to plan 60-day business cycles, Collaborate across teams to share leads
Seniority
Mid-level, sales-driven IC