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Internal Wholesaler II

🔥 13 hours ago

🇺🇸 United States – Remote

đź’µ $50k - $65k / year

⏰ Full Time

🟡 Mid-level

đźź  Senior

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Logo of Protective Life

Protective Life

1001 - 5000 employees

Founded 1908

đź’¸ Finance

🛡️ Insurance

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

đź“‹ 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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