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Protective Life · 1 day ago

Hybrid Wholesaler - Executive Benefits

United States

Full-time

Hybrid

Mid Level

$60K/yr - $65K/yr

Protective Life is dedicated to helping customers protect against life’s uncertainties. The Hybrid Wholesaler works within the Executive Benefits sales organization to create and manage relationships with distribution partners, aiming to increase revenue and achieve market segment sales goals.

FinanceFinancial ServicesInsurance

Responsibilities

Make proactive contact on a regular basis with new and existing distribution partners to strengthen relationships and uncover/execute selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers

Reinforce and expand our value proposition by making it easy for customers to do business with Protective; includes utilizing a solution-oriented approach when working with both internal and external partners

Make prospecting calls and pass qualified opportunities along to External Wholesalers; aimed at generating new and repeat advisors

Provide product education to distribution partners 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 market segment sales growth

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

Other duties as assigned by leadership

Qualification

Life Insurance SalesInvestment SalesFINRA SIESeries 6Series 63Life LicenseExecutive Benefits SalesCustomer ServiceMulti-taskingCompetitive SpiritCommunication SkillsAttention to DetailAdaptabilityCollaborationSelf-starter

Required

Prior Life Insurance Or Investment Sales Experience Required

Must be adaptable and highly flexible to meet the needs of External Wholesalers and Executive Benefits 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

Must be able to travel throughout the continental US for internal and external meetings. Trips may last as long as 5 days, and maybe as frequent as 3 weeks per month

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