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Assurity · 3 weeks ago

Regional Wholesaler

Lincoln, Nebraska Metropolitan Area

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Assurity is a Certified B Corporation dedicated to helping people during difficult times. They are seeking a Regional Wholesaler who will provide internal sales support, coordinate with Regional Vice Presidents, and generate new sales through distributor meetings.

Financial ServicesInformation TechnologyInsuranceSecurity

Hiring Manager

Kelsey Blersch

Responsibilities

Provides internal sales support to assigned region and Regional Vice Presidents, which includes:

Provides Assurity product and process training virtually for distribution

Providing product knowledge and sales ideas via phone

Handling and prioritizing incoming calls and emails with efficient and effective time management

Providing more sophisticated product illustrations and explaining detailed product features and benefits

Gaining and maintaining an in-depth knowledge of products, Home Office processes, and sales strategies

Gaining full working knowledge of internal processes for underwriting, policy submit/issue, claims, client services, contracting and licensing, accounting, and commissions

Assisting the Regional Vice Presidents in developing strategies for marketing within the assigned territories

Maintaining close working contact with Regional Vice Presidents to ensure deliverables and commitments are handled – maintains regular and frequent contact with the assigned Regional Vice President

Developing and maintaining knowledge and remaining current on industry trends and competitors

Tracks and maintains schedules for travel and meetings effectiveness, which includes:

Coordinating the “territory team” to assure good territory strategy and action; and

Coordinating and supporting all follow up activity in partnership with Regional Vice Presidents because of a visit to a distributor

Initiates calls to distributors to set up meetings, which includes:

Generating new sales through qualifying, prospecting and education of products and services

Utilizing HubSpot for basic territory management and contact management reporting

Preparing and distributing illustrations, power point presentations; and

Scheduling meetings, preparing agenda and itineraries

Performs other functions as assigned, which includes:

Preparing reports

Coordinating schedules with Regional Vice President; and

Tracking territory activity

Qualification

Insurance industry knowledgeSales experienceHubSpot proficiencyMicrosoft Office proficiencyCommunication skillsCollaborative styleMultilingual (Spanish)Self-motivatedDecision-making abilityCritical thinking

Required

Two to four years' experience in business, sales or related field required

Consistent and reliable attendance is an essential function to this position

Familiarity with the insurance industry and products required

Professional oral and written communication skills required

Self-motivated individual who initiates action

High energy and collaborative style

Decision-making ability required

Word processing, spreadsheet software and power point proficiency required

Talent required in focus, responsibility, discipline, belief, personalizer, relator, sophistication, critical thinking, business sense, communication, courage, persuasion, pride, and achiever