Crump Life Insurance Services · 20 hours ago
Internal Wholesaler (Hanleigh- DI)
Windsor, CT
Full-time
Hybrid
Entry, Mid Level
$45K/yr - $55K/yr
2+ years expCrump Life Insurance Services is seeking an Internal Wholesaler to drive sales and build strong relationships with producers. The role involves proactive communication with agents, recruiting new agents, and collaborating with the sales team to meet revenue goals.
BankingFinancial ServicesInsuranceLife InsuranceRetirement
Hiring Manager
Scott Platt
Responsibilities
Build and maintain strong relationships with key producers to discuss complex sales concepts, marketing strategies, and product details
Maintain proactive, ongoing relationships with aligned producers/agents/brokers through consistent profiling, relationship‑building, and refreshment of their producer base
Develop new business by recruiting new agents and expanding existing agent groups to maximize revenue potential
Partner with External Sales Consultants to support producer development and overall business retention
Conduct outbound sales calls to Tier 2 and Tier 3 agents who are typically not serviced in person
Support incremental growth of the aligned book of business in alignment with organizational strategic plans
Coordinate with internal teams and producers to run insurance illustrations and propose creative solutions
Maintain working knowledge of pending priority cases and drive closure on key business opportunities
Lead regular sales team meetings, establish priorities, and ensure each team member understands their responsibilities
Prepare monthly forecasts, maintain an active 'hot list' of cases, and provide updates to leadership
Maintain proactive, supportive relationships with Sales, Underwriting, Operations, and internal corporate solution centers
Develop and maintain expert knowledge of core Hanleigh products, carriers, and internal corporate resources
Qualification
Required
Strong interpersonal and written communication skills
Ability to deliver excellent customer service to both internal and external stakeholders
Effective time‑management and multitasking skills
Ability to work independently and collaboratively in a team environment
Self‑directed with strong personal accountability
Proficiency using PCs in a Windows environment
Demonstrated competency with Microsoft Office applications
Strong problem‑solving and analytical abilities
Ability to interact professionally with individuals at all organizational levels
Bachelor's degree or equivalent combination of education, training, and experience
Proven relationship‑building skills
Prior experience with life insurance products a plus, but we will train the right individual
Understanding of sales concepts, insurance illustrations, and underwriting processes
Knowledge of commissions and client service workflows
Experience with database management
Strong negotiation skills and sound judgment in decision‑making
Preferred
Minimum of two years of experience in the Disability or Life insurance industry
Experience with Group Insurance solutions or Executive Benefits consulting
Active state insurance licenses
Company
Crump Life Insurance Services
Crump Life Insurance Services is a distributor and service provider of insurance and retirement products.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-01-06Acquired
Leadership Team
Melanie Regan
Executive Assistant To The CEO
Ron Fulton
DIRECTOR LIFE Education Group
Recent News
2025-08-25
Company data provided by crunchbase