Internal Wholesaler II

🕒 il y a 26 jours

🇺🇸 États-Unis – Télétravail

💵 $50 000 - $65 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Protective Life

Protective Life

1001 - 5000 employés

Fondée en 1908

💸 Finance

🛡️ Assurance

Finance • Insurance

Protective Life est une entreprise de services financiers spécialisée dans la fourniture d'assurances vie abordables et de rentes. La société propose une variété de produits d'assurance tels que des polices d'assurance vie temporaire, vie entière et vie universelle, ainsi que des rentes fixes, immédiates, indexées et variables. Protective Life aide les particuliers à planifier leur avenir, y compris leur retraite, la planification successorale et la protection financière des familles. L'entreprise souligne son engagement envers la durabilité, l'implication communautaire et l'aide aux clients pour atteindre protection et sécurité à travers différentes étapes de la vie. Protective Life est reconnue pour sa solide fondation financière et est autorisée à opérer dans tous les États sauf New York.

Description

• Partner with External Wholesaler(s) in geographical sales territories • Create new and manage existing relationships with representatives to increase Protective product revenue and achieve territory sales goals • Service representatives primarily through phone and email communication • Make proactive daily sales calls to new and existing representatives • Conduct sales campaigns, pursue new business opportunities, make follow-up meeting calls, and complete other directed calls • Maintain existing relationships to drive repeat producers • Make prospecting calls and pass qualified leads to External Wholesalers • Provide product education, answer questions, and compare Protective products with competitors • Create sales opportunities and execute follow-up through the sales pipeline • Develop and execute a strategic business plan with the External Wholesaler to maximize territory sales growth • Maintain representative profile information and sales activity in Protective databases • Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up

🎯 Exigences

• Prior insurance or investment sales experience recommended • Must be adaptable and highly flexible to meet the needs of External Wholesalers and the insurance industry • Ability to work in a challenging and collaborative environment • Competitive spirit and personal drive to succeed • Professional oral and written communication skills • Strong customer service skills • Proven attention to detail and ability to multitask in a fast-paced environment • Detail-oriented, well-organized self-starter with high energy and creativity • Bachelor's degree preferred or equivalent work experience • Series 6, Series 63, SIE, and Life license

🏖️ Avantages

• Comprehensive health, dental and vision insurance • Mental health benefits • Employee assistance program • Paid time off • Paid parental leave • Short-term disability • Cultural observance day • Contributions to healthcare accounts • Pension plan • 401(k) plan with Company matching • ProHealth Rewards platform with cash rewards • Sales Incentive Plan (SIP); target annual incentive compensation currently estimated at $25k-$40k, depending on individual performance and applicable plan terms

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