Senior Internal Wholesaler – Protection & Retirement

Jobtailor; Deutschland; Remote; EUR 45.000 - 65.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks a results-driven sales professional to strengthen relationships with representatives, identify selling opportunities, and drive territory growth in the insurance sector.

You will educate representatives on Protective products, coordinate with External Wholesalers, and execute campaigns to generate leads and revenue. Strong communication, multitasking, and a detail-oriented attitude are essential.

Qualifikationen

• Bachelor's degree preferred or equivalent work experience.
• Series 6 license required.
• Series 63 license required.
• Life & Health license required.
• Prior insurance or investment sales experience recommended.
• Adaptable and highly flexible to meet external wholesalers and 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.

Aufgaben

• 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.

Kenntnisse

Sales Experience

Customer Service

Communication Skills

Multitasking

Detail-Oriented

Ausbildung

Bachelor's Degree

Series 6 License

Series 63 License

Life & Health License

Tools

Protective Databases

Protective Systems

Jobbeschreibung

• 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

Core Competencies

Demonstrates expertise in proactive sales strategies, relationship management, and territory sales growth within the insurance industry. Proficient in utilizing sales databases and executing campaigns to generate leads and drive revenue.

Highest-signal resume keywords

• Series 6 License
• Series 63 License
• Life & Health License
• Insurance Sales Experience
• Customer Service Skills

ATS Optimization Keywords

Hard Skills

• Sales Pipeline Management
• Product Education
• Lead Generation
• Sales Activity Tracking
• Strategic Business Planning

Soft Skills

• Professional Communication
• Attention to Detail
• Multitasking
• Adaptability
• Competitive Spirit

Certifications & Qualifications

• Bachelor's Degree
• Series 6 License
• Series 63 License
• Life & Health License

Industry Keywords

• Insurance Industry
• Sales Calls
• External Wholesalers
• Sales Opportunities
• Relationship Management

Tools & Technologies

• Protective Databases
• Protective Systems