Senior Internal Wholesaler- Protection & Retirement (Remote)

Remote; San Francisco (CA); Teletrabalho; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) with company match

Paid time off

Mental health benefits

Resumo da oferta

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.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Sales experience

Communication skills

Hard-working

Competitive drive

Formação académica

Bachelor's degree preferred or equivalent work experience

Ferramentas

Protective databases

Protective systems

Descrição da oferta de emprego

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Sr Internal Wholesaler works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is 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. This role is primarily focused on servicing representatives through phone and email communication. This position requires an individual that has a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.

Essential Job Duties & Responsibilities:

• Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers.

• 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.

Education & Experience Required:

• Bachelor's degree preferred or equivalent work experience.

Certifications, Licenses, Registrations Required:

• Series 6, Series 63, and Life & Health license.

Job Requirements (Knowledge, Skills, and Abilities):

• 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.

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.