Licensed Internal Wholesaler

Job Summary

Partnering with External Wholesalers in a hybrid work environment, the full-time Licensed Internal Wholesaler will manage and cultivate relationships with representatives through proactive sales calls and product education to drive revenue growth for Protective products.

Key responsibilities

• Make proactive sales calls to strengthen relationships and identify new business opportunities
• Maintain existing relationships to drive repeat business and pass qualified leads to External Wholesalers
• Collaborate with External Wholesalers to develop and execute strategic business plans for 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
• Adaptability and flexibility to meet the needs of External Wholesalers
• Strong customer service skills and a competitive drive to succeed