Senior Internal Wholesaler- Protection & Retirement (Remote)

Protective; United States; Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

Sales Incentive Plan (SIP)

Health, dental & vision insurance

401(k) with company match

Paid time off and parental leave

Job summary

Protective is seeking a Sr Internal Wholesaler to partner with External Wholesalers in sales territories. You will focus on servicing representatives by phone and email, driving revenue and meeting territory goals with a sales-focused approach.

The role requires strong communication, a competitive drive, and the ability to educate on product features. Base salary ranges and a lucrative incentive plan are offered, with SIP eligibility and generous benefits.

Qualifications

• Bachelor's degree preferred or equivalent work experience.
• Series 6, Series 63, and Life & Health license.
• Insurance or sales experience is a plus.

Responsibilities

• Make proactive sales calls daily to strengthen relationships and opportunities.
• Maintain existing relationships to drive repeat producers.
• Make prospecting calls and pass qualified leads to External Wholesalers.
• Provide product education to representatives as an expert on features and benefits.
• Create sales opportunities and follow up to move through the sales pipeline.
• Develop and execute a strategic business plan with External Wholesaler for territory growth.
• Utilize Protective databases for representative profiles and activity.
• Execute campaigns to generate territory sales leads and follow-up.

Skills

Sales-focused

Professional communication

Customer service

Attention to detail

Multi-tasking

Self-starter

Competitive drive

Organizational skills

Phone & email communication

Education

Bachelor's degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

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.

$55,000 - $65,000 a year

The base salary range for this position is $55,000 to $65,000 annually. Actual compensation will be determined based on a variety of factors, including, but not limited to, geographic location, skills, and experience. This position is also eligible to participate in Protective's Sales Incentive Plan (SIP).

Target annual sales incentive compensation is currently estimated to range from $80,000 to $100,000, depending on individual performance and applicable plan terms.

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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 [e-mail]. 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.