Senior Internal Wholesaler – Protection & Retirement

🔥 21 hours ago

🇺🇸 United States – Remote

💵 $55k - $65k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

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Logo of Protective Life

Protective Life

1001 - 5000 employees

Founded 1908

💸 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.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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