Life Insurance Internal Wholesaler

Job Summary

A company is looking for an Internal Wholesaler (Term) - Life Insurance.

Key Responsibilities

• Assist Financial Advisors with questions on term insurance products and the submission process through the platform
• Make proactive outbound calls to promote insurance concepts and drive usage of the platform
• Perform demos of the insurance platform and guide advisors on its features and benefits

Required Qualifications

• Bachelor's degree and/or equivalent experience
• Minimum of 1 year of experience in the Life Insurance or Financial Services industry
• Life and health insurance license required; Series 6 & 63 preferred or ability to obtain
• Sales mentality with a proven track record of high performance
• Proficient in Microsoft Outlook, Word, and Excel