Series 6 and 63 Licensed Internal Wholesaler

Job Summary

A company is looking for an Internal Wholesaler II.

Key Responsibilities

• Make proactive sales calls to strengthen relationships and identify selling opportunities
• Maintain existing relationships to drive repeat business and pass qualified leads to External Wholesalers
• Provide product education and collaborate with External Wholesalers to maximize territory sales growth

Required Qualifications, Training, and Education

• Prior insurance or investment sales experience recommended
• Must possess a competitive spirit and personal drive to succeed
• Bachelor's degree preferred or equivalent work experience
• Required certifications include Series 6, Series 63, and Life & Health licenses
• Must be adaptable and able to work in a collaborative environment