Series 6 & 63 Licensed Wholesaler

Job Summary

Partnering with External Wholesalers, the full-time Senior Internal Wholesaler will proactively manage and develop relationships with representatives to drive sales of Protective products while working remotely.

Key responsibilities:

• Make proactive sales calls to strengthen relationships and identify selling opportunities with new and existing representatives
• Provide product education and support to representatives, answering questions and comparing products to competitors
• Collaborate with External Wholesalers to create and execute a strategic business plan for maximizing territory sales growth

Required qualifications:

• Bachelor's degree preferred or equivalent work experience
• Series 6 and Series 63 licenses, along with a Life & Health 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