Territory Insurance Sales Specialist

Jobtailor; Covington (KY); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in Covington, KY seeks an Internal Wholesaler II to partner with External Wholesalers, manage relationships, and drive Protective products revenue across territory.

This role focuses on proactive phone and email outreach, education of representatives on product features, and execution of strategic plans to grow territory sales.

A candidate with Series 6/63/SIE/Life license and a bachelor's degree or equivalent is preferred, with strong communication and multitasking skills.

Qualifications

• Bachelor's degree preferred or equivalent work experience.
• Series 6, Series 63, SIE, and Life license required/licensure.
• Prior insurance or investment sales experience recommended.
• Must be adaptable and highly flexible to meet 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.
• Professional oral and written communication skills.
• Strong customer service skills.
• Attention to detail and ability to multi-task in fast-paced environment.
• Self-starter with high energy and creativity.

Responsibilities

• Partner with External Wholesaler to increase revenue of Protective products and achieve territory sales goals.
• Service representatives through phone and email communication.
• Make proactive sales calls daily to strengthen relationships and identify opportunities.
• Create sales opportunities and follow up to move them through the pipeline.
• Develop and execute a strategic business plan with External Wholesaler to maximize territory growth.
• Utilize Protective databases to maintain representative profiles and activity data.
• Execute campaigns using Protective systems to generate territory sales leads.

Skills

Sales

Lead Generation

Customer Service

Communication

Relationship Building

Prospecting

Product Education

Education

Bachelor's degree or equivalent

Tools

Series 6

Series 63

SIE

Life License

Protective Databases

Protective Systems

Job description

Jobtailor in Covington, KY seeks an Internal Wholesaler II to partner with External Wholesalers, manage relationships, and drive Protective products revenue across territory.

This role focuses on proactive phone and email outreach, education of representatives on product features, and execution of strategic plans to grow territory sales.

A candidate with Series 6/63/SIE/Life license and a bachelor's degree or equivalent is preferred, with strong communication and multitasking skills.