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External Wholesaler - Long Term Care Insurance/Solutions
CareScout
United States
Remote
USD 100,000 - 150,000
Full time
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Job summary
A leading company in Long Term Care Insurance is seeking an External Wholesaler to build and maintain relationships with distributors and partners. This remote position focuses on generating sales, delivering presentations, and managing accounts. Successful candidates will have strong organizational skills, a finance-related degree, and significant experience in financial services. This role offers competitive compensation with additional incentives based on performance.
Benefits
Qualifications
- 6+ years of professional experience in insurance/financial services distribution.
- Life & Health Insurance license required.
- CLTC Designation preferred.
Responsibilities
- Build and maintain relationships with Intermediary Distributors to generate sales.
- Prepare and deliver professional sales presentations.
- Manage multiple tasks and changing priorities in a fast-paced environment.
Skills
Education
Job description
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At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day.
We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.
Our four values guide our strategy, our decisions, and our interactions:
- Make it human. We care about the people that make up our customers, colleagues, and communities.
- Make it about others. We do what's best for our customers and collaborate to drive progress.
- Make it happen. We work with intention toward a common purpose and forge ways forward together.
- Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.
External Wholesaler - Long Term Care Insurance/Solutions
POSITION LOCATION
Remote US
YOUR ROLE
- Responsible for building and maintaining relationships with Intermediary Distributors (BGA/IMO) and other partners to generate Long Term Care sales with assigned accounts.
- Develops and implements wholesaling business plans for assigned accounts to deliver on sales goals and provides management with suggestions for the development of sales strategies, marketing plans, revenue targets, and profit/loss forecasts.
- Educates assigned accounts (and back-office staff) on the benefits of offered products and services for their clients through individual or group meetings presentations, including virtual and in person visits, seminars and conferences/trade shows participation.
- Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
- Regularly updates wholesaling activity in CRM data on current and proposed sales activity.
- Manage expense account within allotted budget.
- Performs other duties and responsibilities as assigned.
- Identifying the needs of financial professionals through effective questioning and listening techniques.
- Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Understanding business processes and identifying process improvement opportunities.
- Motivated self-starter with strong relationship-building skills.
- Highly organized, results-driven, and collaborative.
- Identify and position the products and services
- Grow a territory as measured by sales and persistency of business.
- Represent the company in a highly professional manner
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Assimilate and prioritize strategies into operational guidelines.
- Work independently as well as collaboratively within a team environment.
- Establish clear directions and priorities
- Travel up to 50%
- Bachelor’s Degree (B.A.) in Finance or related field and a minimum six (6) years of professional experience in insurance / financial services distribution
- Life & Health Insurance license Required\
- CLTC Designation preferred
Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.
- Competitive Compensation & Total Rewards Incentives
- Comprehensive Healthcare Coverage
- Multiple 401(k) Savings Plan Options
- Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)
- Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
- Disability, Life, and Long Term Care Insurance
- Tuition Reimbursement, Student Loan Repayment and Training & Certification Support
- Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)
- Caregiver and Mental Health Support Services
- This position is available to remote applicants residing in the United States. The base salary pay range for this role starts at a minimum rate of $100,000 up to the maximum of $150,000. An employee’s pay position within the base salary pay range will be based on several factors at the time of this job posting including but not limited to geographic location, experience, and qualifications. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 75% of your base compensation. The final determination on base pay for this position will be based on multiple factors to ensure pay equity within the organization.
- Seniority levelMid-Senior level
- Employment typeFull-time
- Job functionSales and Business Development
- IndustriesHospitals and Health Care
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