Internal Wholesaler II jobs in United States
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Protective Life · 1 day ago

Internal Wholesaler II

Protective Life is a company dedicated to helping protect customers against life’s uncertainties. The Internal Wholesaler II will work within the sales organization to partner with External Wholesalers, creating and managing relationships with representatives to increase revenue of Protective products and achieve territory sales goals.

FinanceFinancial ServicesInsurance

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

Qualification

Insurance sales experienceInvestment sales experienceSeries 6 certificationSeries 63 certificationLife licenseProfessional communicationCustomer service skillsMulti-taskingCompetitive spiritAttention to detailAdaptabilitySelf-starter

Required

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
Bachelor's degree preferred or equivalent work experience
Series 6, Series 63, and Life license

Preferred

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

Protective Life

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Protective is a holding company, whose subsidiaries provide financial services

Funding

Current Stage
Public Company
Total Funding
unknown
2014-06-04Acquired
2002-10-04IPO

Leadership Team

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Richard Bielen
President and Chief Executive Officer
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Paul Wells
Chief Financial Officer
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Company data provided by crunchbase