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Questpro · 6 days ago

Life Insurance Wholesaler - BGA - (Life/Annuity)

United States

Full-time

Remote

Mid Level

3+ years exp

Questpro is a 50-year-old Life and Annuity Insurance Brokerage General Agency looking to hire an experienced Regional Wholesaler. This role focuses on developing and maintaining relationships with wirehouse-based Financial Advisors to assist with risk management and estate planning needs.

FinanceFinancial ServicesInsuranceManagement ConsultingRecruitingRisk ManagementStaffing Agency

Responsibilities

Develop new wirehouse based Financial Advisor relationships

Maintain and build upon existing FA relationships

Provide continuous product training and practice management initiatives

Work with the internal teams in areas like Advanced Sales, Case Design, Underwriting and Marketing to drive sales, especially for FA’s with HNW clients

Build and track pipeline and sales activities

Develop referral program and other prospecting methods

Become a trusted resource and goto partner for FA’s in the wire-house space

Qualification

Life/Annuity WholesalingInsuranceAnnuity productsFinancial Advisor experienceAdvanced Sales strategiesLifeHealth licenseCommunication skillsWork ethicSelf motivated