Licensed Internal Wholesaler

Job Summary

Partnering with External Wholesalers, the full-time Licensed Internal Wholesaler will manage and develop relationships with representatives to drive sales of Protective products, primarily through phone and email communication in a hybrid work environment.

Key responsibilities

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

Required qualifications

• Bachelor's degree preferred or equivalent work experience
• Required licenses: Series 6, Series 63, SIE, and Life license
• Prior insurance or investment sales experience recommended
• Ability to adapt and work collaboratively in a fast-paced environment
• Strong customer service skills and professional communication abilities