Internal Wholesaler II

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

Requirements

• Series 6, Series 63, SIE, and Life license
• Prior insurance or investment sales experience recommended
• Bachelor's degree preferred or equivalent work experience
• Professional oral and written communication skills
• 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

About the Company

Protective helps protect our customers against life's uncertainties, providing protection and peace of mind when our customers need it most.