Internal Wholesaler II

Jobtailor; Covington (KY); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in Covington, KY seeks an Internal Wholesaler II to partner with External Wholesalers, manage relationships, and drive Protective products revenue across territory.

This role focuses on proactive phone and email outreach, education of representatives on product features, and execution of strategic plans to grow territory sales.

A candidate with Series 6/63/SIE/Life license and a bachelor's degree or equivalent is preferred, with strong communication and multitasking skills.

Qualifications

• Bachelor's degree preferred or equivalent work experience.
• Series 6, Series 63, SIE, and Life license required/licensure.
• Prior insurance or investment sales experience recommended.
• Must be adaptable and highly flexible to meet needs of External Wholesalers and insurance industry.
• Must have the 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.
• Attention to detail and ability to multi-task in fast-paced environment.
• Self-starter with high energy and creativity.

Responsibilities

• Partner with External Wholesaler to increase revenue of Protective products and achieve territory sales goals.
• Service representatives through phone and email communication.
• Make proactive sales calls daily to strengthen relationships and identify opportunities.
• Create sales opportunities and follow up to move them through the pipeline.
• Develop and execute a strategic business plan with External Wholesaler to maximize territory growth.
• Utilize Protective databases to maintain representative profiles and activity data.
• Execute campaigns using Protective systems to generate territory sales leads.

Skills

Sales

Lead Generation

Customer Service

Communication

Relationship Building

Prospecting

Product Education

Education

Bachelor's degree or equivalent

Tools

Series 6

Series 63

SIE

Life License

Protective Databases

Protective Systems

Job description

• The Internal Wholesaler II works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories.
• Responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals.
• Focused on servicing representatives through phone and email communication.
• Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities.
• Maintain existing relationships to drive repeat producers.
• Make prospecting calls and pass qualified leads along to External Wholesalers.
• Provide product education to representatives as an expert on our product features and benefits, answering questions and comparing our products to that of our competition.
• Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline.
• Work closely with the External Wholesaler to develop and execute a strategic business plan to maximize territory sales growth.
• Utilize Protective databases to create and maintain representative profile information on all sales activity.
• Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up.

Requirements

• Bachelor's degree preferred or equivalent work experience.
• Series 6, Series 63, SIE, and Life license.
• Prior insurance or investment sales experience recommended.
• Must be adaptable and highly flexible to meet the needs of External Wholesalers and insurance industry.
• Must have the ability to work in a challenging and collaborative environment.
• Competitive spirit and personal drive to succeed.
• Possess professional oral and written communication skills.
• Possess strong customer service skills.
• Proven attention to detail and ability to multi-task in fast-paced environment.
• Must be a detail-oriented, well-organized self-starter with high energy and creativity.

Core Competencies

Demonstrates expertise in sales strategy and relationship management within the insurance and investment sectors, leveraging strong communication and customer service skills to drive revenue growth and achieve sales goals.

Highest-signal resume keywords

• Insurance Sales Experience
• Investment Sales Experience
• Series 6 License
• Series 63 License
• Life License

ATS Optimization Keywords

Hard Skills

• Sales Pipeline Management
• Product Education
• Lead Generation
• Sales Call Execution
• Database Management

Soft Skills

• Adaptability
• Collaboration
• Attention to Detail
• Customer Service
• Communication

Certifications & Qualifications

• Series 6
• Series 63
• SIE
• Life License

Industry Keywords

• Wholesaling
• Sales Territory
• Revenue Growth
• Sales Goals
• Prospecting

Tools & Technologies

• Protective Databases
• Protective Systems