Hybrid Wholesaler- Lafayette Life

Western & Southern Financial Group; Cincinnati (OH); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) savings plan with pension options

Paid time off increasing with tenure

Tuition reimbursement

Parental leave

On-site fitness center

Employee discount program

Job summary

An established industry player is seeking a motivated Hybrid Wholesaler to join their dynamic team. In this role, you will be responsible for initiating and maintaining sales of financial products while fostering strong relationships with producers. This position offers a unique blend of in-person and virtual interactions, allowing you to leverage your sales skills and product knowledge. With a commitment to employee development and a comprehensive benefits package, this is an exciting opportunity to grow your career while making a positive impact in the community. Join a company that values your contributions and supports your professional journey.

Qualifications

• Experience in sales and customer service is essential.
• Ability to develop and maintain relationships with producers.

Responsibilities

• Conduct agency visits to develop sales opportunities.
• Provide support and training to producers in the assigned area.
• Make proactive calls and emails to promote sales products.

Skills

Sales Skills

Customer Service

Communication Skills

Relationship Management

Product Knowledge

Education

Bachelor's Degree

Job description

Join Western & Southern – Somewhere You Want to Be

At Western & Southern, is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 135 years, our long-term success is fueled by a deep commitment to customer service and our community.

Recognized again as one of the top 100 companies by the American Opportunity Index (AOI) for our commitment to career growth and employee development. We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.

A Day in the Life of a Hybrid Wholesaler

A Hybrid Wholesaler initiates, develops and maintains sales of Lafayette Life products within assigned geographical area. Works with the Director Internal Wholesale Team - Product Illustration, Training and Ideation and Regional Sales VP's to achieve corporate life and annuity premium sales goals.

Key Responsibilities:

• Conduct in-person and/or virtual agency visits with or without supervision.
• Develop and maintain relationships with producers to explore and uncover potential sales opportunities.
• Provide electronic and field support within an assigned geographical area, including producer and staff orientation and onboarding, new business illustration, and in-force illustration subject matter expertise.
• Make proactive outbound telephone calls and email contacts to promote and provide sales product illustration support to producers within assigned territory.
• Develop and utilize advanced product and operational procedure knowledge.
• Answer inbound calls and emails from producers and external wholesalers within their territory to actively support requests for product training and information.

Premier Benefits to Support YOU

We offer a comprehensive benefits package, including:

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.

Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at www.westernsouthern.com/careers/home-office-careers.

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service, Sales, and Business Development