- Make proactive daily sales calls with new and existing representatives to strengthen relationships and identify selling opportunities
- Maintain existing relationships to drive repeat producers
- Make prospecting calls and pass qualified leads to External Wholesalers
- Provide product education to representatives, answer questions, and compare Protective products with competitors' products
- Create sales opportunities and execute follow-up to move opportunities through the sales pipeline
- Work with the External Wholesaler to develop and execute a strategic business plan for territory sales growth
- Use Protective databases to create and maintain representative profile information and sales activity
- Execute campaigns using Protective systems to generate territory sales leads and follow-up
- Partner with External Wholesalers in geographical sales territories to increase Protective product revenue and achieve territory sales goals
- Service representatives primarily through phone and email communication
Requirements
- Bachelor's degree preferred or equivalent work experience
- Series 6 license
- Series 63 license
- Life & Health license
- Prior insurance or investment sales experience recommended
- Adaptable and highly flexible to meet the needs of External Wholesalers and the insurance industry
- 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
- Proven attention to detail and ability to multitask in a fast-paced environment
- Detail-oriented, well-organized self-starter with high energy and creativity
Core Competencies
Demonstrates expertise in proactive sales strategies, relationship management, and territory sales growth within the insurance industry. Proficient in utilizing sales databases and executing campaigns to generate leads and drive revenue.
Highest-signal resume keywords
- Series 6 License
- Series 63 License
- Life & Health License
- Insurance Sales Experience
- Customer Service Skills
ATS Optimization Keywords
Hard Skills
- Sales Pipeline Management
- Product Education
- Lead Generation
- Sales Activity Tracking
- Strategic Business Planning
Soft Skills
- Professional Communication
- Attention to Detail
- Multitasking
- Adaptability
- Competitive Spirit
Certifications & Qualifications
- Bachelor's Degree
- Series 6 License
- Series 63 License
- Life & Health License
Industry Keywords
- Insurance Industry
- Sales Calls
- External Wholesalers
- Sales Opportunities
- Relationship Management
Tools & Technologies
- Protective Databases
- Protective Systems
#J-18808-Ljbffr
Senior Internal Wholesaler – Protection & Retirement Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
