Life Insurance Internal Wholesaler

Job Summary

A company is looking for an Internal Wholesaler to join their Northeast Region team.

Key Responsibilities

• Conduct telemarketing activities to generate sales and develop business relationships with financial professionals
• Manage marketing activities in assigned regions to maximize field sales and provide ongoing support to financial professionals
• Track sales activity, maintain records, and analyze sales results while communicating case statuses with financial professionals

Required Qualifications, Training, and Education

• Bachelor's Degree required
• FINRA Series 6 or 7 and Series 63 registrations required
• Life insurance license required
• 3-5 years of related experience in sales and marketing of insurance products
• Willingness to obtain industry certifications such as CLU, ChFC, and/or CFP