Life Insurance Producer

Relation Insurance Services; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Family health and wellness programs

401K

Employee assistance programs

Paid time off

Job summary

Relation Insurance Services in Charlotte, NC is looking for a Brokerage Consultant who will drive sales of life and/or annuity insurance through wholesale channels. This role requires 2+ years of experience in the insurance sales, excellent communication skills, and a strong understanding of insurance products.

The ideal candidate will build and maintain relationships with brokers while providing training and support. A dynamic work environment with a focus on employee wellness and development is offered.

Qualifications

• High School Diploma or equivalent required.
• Minimum of 2 years’ proven experience in life or annuity insurance sales, preferably within wholesale or brokerage channels.
• Must have a customer‑centric approach with the proven ability to build and maintain client relationships.

Responsibilities

• Identifies and cultivates relationships with wholesale partners.
• Provides knowledge of life or annuity insurance products to wholesale partners.
• Tracks and analyzes sales performance, providing regular reports and insights to leadership.

Skills

Strong knowledge of life or annuity insurance products

Excellent communication and relationship‑building skills

Ability to work independently and collaboratively

Proficient in Microsoft Office

Education

Bachelor's degree in Business, Finance, or a related field

Tools

Microsoft Office (Excel, PowerPoint and Word)

Job description

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

About the Role

The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners.

Responsibilities

• Identifies and cultivates relationships with wholesale partners to promote life or annuity insurance products, ensuring alignment with their client needs and business goals.
• Provides detailed knowledge of life or annuity insurance products, including features, benefits, and competitive advantages, to wholesale partners.
• Solicits business from existing agents and cultivates relationships with new agents.
• Delivers training sessions, marketing materials, and ongoing support to brokers and advisors to enhance their ability to sell life or annuity insurance effectively.
• Develops strategies to penetrate new markets and increase distribution through wholesale channels.
• Builds and maintains strong relationships with brokers and agencies, acting as their primary point of contact and advocate for Relation Insurance’s offerings.
• Tracks and analyzes sales performance, providing regular reports and insights to leadership and adjusting strategies as needed to meet goals.
• Manages the underwriting process from application to policy issuance, addressing any challenges that arise.
• Collaborates with case managers to ensure smooth handling of cases and provide timely updates to agents.
• Provides post‑sale support, including policy changes, beneficiary updates, and in‑force policy management.
• Stays up to date on industry trends, regulatory changes, and new product developments.
• Ensures compliance with industry regulations and company.
• Performs other projects, duties, and tasks, as assigned.

Qualifications

• High School Diploma or equivalent required.
• Bachelor's degree in Business, Finance, or a related field preferred.
• A Life and Health License from state of domicile is required and must be maintained.
• Minimum of 2 years’ proven experience in life or annuity insurance sales, preferably within wholesale or brokerage channels.
• Strong knowledge of life or annuity insurance products, underwriting processes, and industry standards and trends.
• Strategic thinker with strong negotiation, influencing and problem‑solving skills.
• Excellent communication, presentation, and relationship‑building skills.
• Must have a customer‑centric approach with the proven ability to build and maintain client relationships.
• Ability to work independently and collaboratively in a fast‑paced environment.
• Sales‑driven mindset with a focus on achieving and exceeding targets.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word).
• Must be computer literate with the ability to learn new software applications.

Required Skills

• Strong knowledge of life or annuity insurance products.
• Excellent communication and relationship‑building skills.
• Ability to work independently and collaboratively.
• Proficient in Microsoft Office.

Preferred Skills

• Bachelor's degree in Business, Finance, or a related field.

Pay range and compensation package

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Equal Opportunity Statement

Relation Insurance is committed to diversity and inclusivity in the workplace. We encourage applications from all qualified individuals and are dedicated to creating an inclusive environment for all employees.