Hybrid Wholesaler - Executive Benefits - Remote

Overview

The Hybrid Wholesaler works within the Executive Benefits sales organization, partnering with External Wholesaler(s) in targeted market segments to manage relationships and increase revenue.

In Short

• Proactively contact distribution partners to strengthen relationships.
• Utilize a solution-oriented approach to enhance customer experience.
• Make prospecting calls to generate new business opportunities.
• Provide product education to distribution partners.
• Execute follow-up to move sales opportunities through the pipeline.
• Collaborate with External Wholesalers to maximize sales growth.
• Maintain representative profile information on sales activity.
• Adapt to the needs of the External Wholesalers and industry.
• Travel throughout the continental US for meetings.
• Perform other duties as assigned by leadership.

Requirements

• Prior life insurance or investment sales experience required.
• Experience in executive benefits sales preferred.
• Must be adaptable and flexible.
• Strong communication and customer service skills.
• Attention to detail and ability to multi-task.
• Detail-oriented, organized self-starter.
• Ability to travel for meetings.
• Bachelor's degree preferred or equivalent work experience.
• FINRA SIE, Series 6, Series 63, and Life license required.

Benefits

• Opportunity to work with a dynamic sales team.
• Engagement in a collaborative environment.
• Professional development opportunities.
• Competitive compensation structure.
• Flexible working arrangements.