Licensed Internal Wholesaler

Job Summary

A company is looking for an Internal Wholesaler II to support sales efforts and manage relationships with representatives.

Key Responsibilities

• Make proactive sales calls to strengthen relationships and find selling opportunities
• Maintain existing relationships to drive repeat business and pass qualified leads to External Wholesalers
• Provide product education and execute strategic business plans to maximize territory sales growth

Required Qualifications, Training, and Education

• Prior insurance or investment sales experience recommended
• Bachelor's degree preferred or equivalent work experience
• Must hold Series 6, Series 63, and Life licenses
• Ability to work in a challenging and collaborative environment
• Detail-oriented, well-organized self-starter with high energy and creativity