Job Description
Note: The job is a remote job and is open to candidates in USA. Protective Life is dedicated to helping protect customers against life’s uncertainties. The Internal Wholesaler II role involves partnering with External Wholesalers to create and manage relationships with representatives, focusing on increasing revenue through proactive sales calls and providing product education.
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
Skills
- 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
- Series 6, Series 63, and Life license
- Bachelor's degree preferred or equivalent work experience
Benefits
- Comprehensive health, dental and vision insurance
- Mental health benefits
- Employee assistance program
- Paid time off
- Paid parental leave
- Short-term disability
- Cultural observance day
- Contributions to healthcare accounts
- Pension plan
- 401(k) plan with Company matching
- ProHealth Rewards
Company Overview
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