Internal Wholesaler II
New
P
ProtectiveInsurance / Investment
Covington, KY / Work From HomeFull-TimeMiddle
Salary$55,000 - $65,000 a year
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Job Details
- Required Skills
- Customer serviceRelationship management
Requirements
- Bachelor's degree preferred or equivalent work experience.
- Active Series 6 license.
- Active Series 63 license.
- Active SIE (Securities Industry Essentials) exam completion.
- Active Life license.
- Prior insurance or investment sales experience recommended.
- Strong oral and written communication skills.
- Ability to work in a challenging and collaborative environment.
- Competitive spirit and personal drive to succeed.
- Proven attention to detail and ability to multi-task in a fast-paced environment.
- Ability to be adaptable and flexible to meet business needs.
Responsibilities
- Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities.
- 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.
- 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.
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