Internal Wholesaler II

Essential Job Duties & Responsibilities

Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers.

Maintain existing relationships to drive repeat producers.

Make prospecting calls and pass qualified leads along to External Wholesalers.

Provide product education to representatives as an expert on our product features and benefits, answering questions and comparing our products to that of our competition.

Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline.

Work closely with the External Wholesaler to develop and execute a strategic business plan to maximize territory sales growth.

Utilize Protective databases to create and maintain representative profile information on all sales activity.

Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up.

Education & Experience Required

Bachelor's degree preferred or equivalent work experience.

Certifications, Licenses, Registrations Required

Series 6, Series 63, SIE, and Life license.

Knowledge, Skills, and Abilities

Prior insurance or investment sales experience recommended.

Must be adaptable and highly flexible to meet the needs of External Wholesalers and insurance industry.

Must have the ability to work in a challenging and collaborative environment.

Competitive spirit and personal drive to succeed.

Possess professional oral and written communication skills.

Possess strong customer service skills.

Proven attention to detail and ability to multi-task in fast-paced environment.

Must be a detail-oriented, well-organized self-starter with high energy and creativity.