Senior Internal Wholesaler – Broad Market

Jobtailor; California (MO); On-site; USD 80,000 - 120,000; Full time

Job summary

Jobtailor is seeking a results-driven Life Insurance Sales professional to manage Broad Market products across a multi-state U.S. region. You will drive sales strategies, deepen BGA/IMO relationships, and grow opportunities within key firms.

This role emphasizes strategic account plans, training, and collaboration with internal partners. The ideal candidate will bring 2–4 years of business experience, life & health licensing, and strong presentation/communication skills to influence producers

Qualifications

• 4-year college degree preferred but not required; equivalent work experience considered.
• Minimum of 2 to 4 years business experience.
• Insurance or related sales or wholesaling experience.
• Ability to serve as a strong-team player and contributor.
• Demonstrated ability to facilitate seminars, workshops and customer meetings.
• Dynamic presentation skills and the ability to influence customer and producer behaviors.
• Experience working with Life BGAs, IMOs, FI’s and producer group distribution.
• Proven sales skills and the ability to engage in conceptual selling.
• Strong telephone and virtual communication skills.
• Knowledge of life insurance products, advanced sales concepts, and insurance company operations.
• Proven time management and organizational skills.
• Strong written and oral communication skills.
• Licensed for Life & Health Insurance Sales.
• Professional acumen & appearance.
• Ability to travel on a limited basis, as needed.
• Commitment to on-going professional growth and development, including professional designations.

Responsibilities

• Achieve sales goals for Broad Market Life Insurance products within an assigned U.S. region.
• Partner with Field Vice-Presidents and the National Sales Manager to execute regional sales strategies and objectives.
• Grow new and maintain existing BGA and IMO relationships.
• Develop new business opportunities within key firms.
• Manage a large multi-state territory and extensive BGA distribution network.
• Promote and implement strategic initiatives using marketing and operational resources.
• Manage, develop, and grow term and universal life sales within assigned accounts.
• Develop and execute account strategies and business plans.
• Drive adoption and sales of Broad Market products and initiatives.
• Promote solutions that improve distributor operational efficiency, revenue opportunities, and producer development.
• Lead onboarding for new distribution relationships.
• Coordinate regional training meetings and webinars.
• Educate and train BGA staff and producers on products, underwriting guidelines, and product features.
• Collaborate with internal partners to support distribution activities and sales implementations.
• Serve as a specialist in Broad Market products, underwriting, and new business procedures.
• Serve as an illustration expert and resource for BGAs and producers.
• Facilitate case problem escalations and manage them to resolution.
• Conduct proactive daily and weekly outreach to BGA offices.
• Conduct quarterly navigational checks and annual distributor reviews.
• Monitor business quality to maintain profitability standards.
• Maintain regular contact with distributor sales and marketing associates.
• Oversee development and processing of large cases.
• Communicate market trends, competitor activity, product developments, and distributor information to FVPs and NSM.
• Record distributor contacts and marketing initiatives weekly in the CRM database

Skills

Life Insurance Sales

Business Development

Sales Strategy Execution

Distributor Relationship Management

Dynamic Presentation Skills

Education

Bachelor's degree preferred

Equivalent work experience considered

Tools

CRM

Webinar Platforms

Marketing Resources

Job description

• Achieve sales goals for Broad Market Life Insurance products, including Term Insurance and Universal Life Insurance, within an assigned U.S. region
• Partner with Field Vice-Presidents and the National Sales Manager to execute regional sales strategies and objectives
• Grow new and maintain existing BGA and IMO relationships
• Develop new business opportunities within key firms
• Manage a large multi-state territory and extensive BGA distribution network
• Promote and implement strategic initiatives using marketing and operational resources
• Manage, develop, and grow term and universal life sales within assigned accounts
• Develop and execute account strategies and business plans
• Drive adoption and sales of Broad Market products and initiatives
• Promote solutions that improve distributor operational efficiency, revenue opportunities, and producer development
• Promote products, digital solutions, services, and accelerated underwriting programs
• Lead onboarding for new distribution relationships
• Coordinate regional training meetings and webinars
• Educate and train BGA staff and producers on products, underwriting guidelines, and product features
• Collaborate with internal partners to support distribution activities and sales implementations
• Serve as a specialist in Broad Market products, underwriting, and new business procedures
• Serve as an illustration expert and resource for BGAs and producers
• Facilitate case problem escalations and manage them to resolution
• Conduct proactive daily and weekly outreach to BGA offices
• Conduct quarterly navigational checks and annual distributor reviews
• Monitor business quality to maintain profitability standards
• Maintain regular contact with distributor sales and marketing associates
• Oversee development and processing of large cases
• Communicate market trends, competitor activity, product developments, and distributor information to FVPs and NSM
• Record distributor contacts and marketing initiatives weekly in the CRM database

Requirements

• 4-year college degree preferred but not required; equivalent work experience considered
• Minimum of 2 to 4 years business experience
• Insurance or related sales or wholesaling experience
• Ability to serve as a strong-team player and contributor
• Demonstrated ability to facilitate seminars, workshops and customer meetings
• Dynamic presentation skills and the ability to influence customer and producer behaviors
• Experience working with Life BGA’s, IMO’s, FI’s and producer group distribution
• Proven sales skills and the ability to engage in conceptual selling
• Strong telephone and virtual communication skills
• Knowledge of life insurance products, advanced sales concepts, and insurance company operations
• Proven time management and organizational skills
• Strong written and oral communication skills
• Licensed for Life & Health Insurance Sales
• Professional acumen & appearance
• Ability to travel on a limited basis, as needed
• Commitment to on-going professional growth and development, including professional designations

Core Competencies

Demonstrates expertise in Broad Market Life Insurance products, including Term and Universal Life Insurance, with a strong focus on sales strategy execution and relationship management. Proven ability to develop business opportunities, facilitate training, and enhance distributor operational efficiency.

Highest-signal resume keywords

• Life Insurance Sales
• Business Development
• Sales Strategy Execution
• Distributor Relationship Management
• Dynamic Presentation Skills

ATS Optimization Keywords

Hard Skills

• Sales Goals Achievement
• Account Strategy Development
• Insurance Product Knowledge
• Conceptual Selling
• Operational Efficiency Promotion

Soft Skills

• Team Collaboration
• Communication Skills
• Time Management
• Organizational Skills
• Influencing Skills

Certifications & Qualifications

• Licensed for Life & Health Insurance Sales

Industry Keywords

• BGA
• IMO
• Producer Group Distribution
• Underwriting Guidelines
• Sales Training

Tools & Technologies

• CRM Database
• Webinar Platforms
• Marketing Resources