Senior Internal Wholesaler – Protection & Retirement

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $55 000 - $65 000 / an

⏰ Temps Plein

🟠 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

• Make proactive daily sales calls with new and existing representatives to strengthen relationships and identify selling opportunities • Maintain existing relationships to drive repeat producers • Make prospecting calls and pass qualified leads to External Wholesalers • Provide product education to representatives, answer questions, and compare Protective products with competitors' products • Create sales opportunities and execute follow-up to move opportunities through the sales pipeline • Work with the External Wholesaler to develop and execute a strategic business plan for territory sales growth • Use Protective databases to create and maintain representative profile information and sales activity • Execute campaigns using Protective systems to generate territory sales leads and follow-up • Partner with External Wholesalers in geographical sales territories to increase Protective product revenue and achieve territory sales goals • Service representatives primarily through phone and email communication

🎯 Exigences

• Bachelor's degree preferred or equivalent work experience • Series 6 license • Series 63 license • Life & Health license • Prior insurance or investment sales experience recommended • 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

🏖️ Avantages

• Comprehensive health insurance • Dental insurance • 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 wellbeing platform with cash rewards • Sales Incentive Plan (SIP); target annual sales incentive compensation estimated at $80,000 to $100,000

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