Life Insurance External Wholesale Representative

BUI; Missouri; On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Healthcare coverage

Disability insurance

Generous retirement plan

Office space provided

Job summary

BUI is seeking a Marketing Representative in Missouri to foster partnerships with insurance and financial advisors, supporting clients' wealth protection needs. The ideal candidate will have a minimum four-year degree and a life/health insurance license. Responsibilities include initiating relationships with financial planners and leveraging company resources for success through training and support. BUI offers a competitive salary and comprehensive benefits including healthcare coverage and a retirement plan.

Qualifications

• Experience in the life insurance industry at the retail or wholesale level.
• Two years in the retail sector or five years in the wholesale sector.
• Experience delivering presentations to advisors and the general public.
• Experience in delivering presentations to advisors and the general public is highly regarded.

Responsibilities

• Foster partnerships with insurance and financial advisors.
• Initiate relationships with financial planners, CPAs, and agents.
• Leverage training resources to establish advisor connections.

Skills

Interpersonal skills

Self-motivation

Accountability

Collaboration

Organizational skills

Education

Minimum of a four-year degree in business or insurance

Life/health insurance license

Tools

SalesForce

Job description

BUI is a wholesale distributor of life insurance, long term care insurance, and annuities. All of our clients are financial service professionals, who partner with BUI to gain access to dozens of highly rated carriers, for back-office support, to access industry-leading technology, and to partner with our team of advanced planning specialists.

Core Values

• Client-Centric Approach: We believe in making recommendations that prioritize the best interests of our clients. This value is at the heart of everything we do.
• Exceeding Expectations: We set high standards and consistently go above and beyond by being highly responsive, ensuring our clients receive the service they deserve.
• Ownership and Autonomy: We take ownership of our responsibilities, working autonomously to fulfill both individual and collective commitments, ensuring our clients' needs are met.
• Professionalism: We are dedicated to providing a professional and exceptional experience to our clients, reflecting our commitment to excellence.
• Collaboration: Our success is driven by effective teamwork. We value the contributions of every team member, working together to achieve our mission.
• Structured and Organized: We thrive in a structured environment and are highly organized, allowing us to deliver a consistent and reliable service to our clients.

An Ideal Candidate

An ideal candidate has experience in the life insurance industry at the retail (direct to consumer) or wholesale level. Those participating in the direct-to-consumer life insurance market, who are motivated, self-starters, but don't have a natural market for success in the retail sector, could be very successful in this position.

Desired Characteristics in an Ideal Candidate

• Natural sense of urgency
• Highly organized and self-disciplined
• Self-motivated and proactive
• Accountable and results-driven
• Excellent interpersonal skills
• Collaborative team player
• Strong affinity for building relationships

The Role

Our mission revolves around fostering partnerships with insurance and financial advisors to support their clients' wealth protection and wealth transfer planning needs. This role focuses on initiating and facilitating relationships with financial planners, career agents, property casualty agents, employee benefits advisors, and CPAs, showcasing the benefits available through our proprietary planning tools and our team of advanced planning experts. The ideal candidate will leverage BUI's training and marketing resources to establish advisor connections through one-on-one interactions and group presentations.

Training

BUI provides hands‑on, organized training with a dedicated mentor who is currently experiencing success in a nearly identical position. The training starts with broad life insurance, customer service, and BUI-specific education. Over the course of two‑to‑three months, the training becomes more specific and focused. The Marketing Representative will be provided access to SalesForce, providing a proven road‑map for success, greatly increasing the likelihood of long‑term success.

Experience, Education, and Certifications

Our preferred candidate will hold a minimum of a four‑year degree with a focus on business or insurance. A life/health insurance license is mandatory, and a Series 6 (or higher) FINRA registration is highly advantageous. Two years in the retail sector or five years of experience in the wholesale sector would be a strong asset. Additionally, experience in delivering presentations to advisors and the general public is highly regarded.

Compensation Package

BUI offers a competitive base salary, complemented by an incentive compensation structure tailored to your qualifications and background. The company currently covers the employee's healthcare costs, along with short and long term disability insurance, and a retirement plan with a generous salary match. BUI pays the full cost for office space, computer equipment, membership fees, entertainment, licenses, etc.