Senior Internal Wholesaler: Grow Territory & Build Rep Partnerships

Remote; San Francisco (CA); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Mental health benefits

Job summary

Protective is seeking a Senior Internal Wholesaler in the United States, with a sales-driven mindset and strong communication skills. The role focuses on servicing representatives via phone and email, building relationships and driving territory revenue growth.

Ideal candidates have a Bachelor’s degree or equivalent experience and may hold Series 6/63 and Life & Health licenses. A competitive, proactive approach is essential in a fast-paced, collaborative environment.

Qualifications

• Bachelor's degree preferred or equivalent work experience.
• Prior insurance or investment sales experience recommended.
• Strong sales-focused approach with professional communication skills.

Responsibilities

• 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.
• Create sales opportunities and execute follow-up to move these through the sales pipeline.
• Develop and execute a strategic business plan to maximize territory sales growth.
• Utilize Protective databases to maintain representative profile information.
• Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up.

Skills

Sales experience

Communication skills

Hard-working

Competitive drive

Education

Bachelor's degree preferred or equivalent work experience

Tools

Protective databases

Protective systems

Job description

Protective is seeking a Senior Internal Wholesaler in the United States, with a sales-driven mindset and strong communication skills. The role focuses on servicing representatives via phone and email, building relationships and driving territory revenue growth.

Ideal candidates have a Bachelor’s degree or equivalent experience and may hold Series 6/63 and Life & Health licenses. A competitive, proactive approach is essential in a fast-paced, collaborative environment.