External Insurance Wholesaler - Mass Market - Remote

Overview

As an External Insurance Wholesaler, you will manage the Western Sales region and be responsible for evolving existing advisor relationships and cultivating new ones, with the goal of promoting client-centric solutions that increase Mass Market Insurance sales.

In Short

• Manage relationships with top mass market advisors.
• Identify opportunities to support and grow advisors’ businesses.
• Develop strategies to achieve sales targets.
• Conduct meetings and seminars to train on insurance solutions.
• Maintain face-to-face contact with advisors.
• Record daily activities using Salesforce.com.
• Adhere to the highest ethical standards.
• Assist in business risk management and compliance.
• Share best practices with peers and advisors.
• Empower career growth within a supportive environment.

Requirements

• University Degree or equivalent industry education.
• Strong relationship-building and negotiation skills.
• Proficiency in verbal and written communication.
• Comfort with technology, especially MS Office.
• Understanding of the insurance sales process.
• Previous industry sales experience is preferred.
• Team player with mentoring experience.
• Completion of LLQP is a nice to have.
• Relevant professional designations are a plus.

Benefits

• Customizable benefits including health and dental coverage.
• Short- and long-term disability insurance.
• Generous paid time off program.
• Retirement savings plans with employer matching.
• Financial education and counseling resources.
• Support for career growth and development.