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Equitable · 5 hours ago

Sr. Internal Wholesaler- Life Insurance

Charlotte, NC

Full-time

Onsite

Mid, Senior Level

2+ years exp

Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Senior Internal Wholesaler to increase life insurance sales and strengthen client relationships through proactive outreach and teamwork with external wholesalers.

BankingConsultingFinancial Services

Responsibilities

Increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars

Internal wholesalers partner with a Regional Vice President (External Wholesaler) in the field and are responsible for driving activity and sales as a team

Senior Internal Wholesalers are expected to provide leadership within team through mentorship and support

20 quality phone conversations daily. (Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell.)

50-60% of your day spent on the phone. This is a proactive sales role where the internal wholesaler is a driver of results in the territory

A full understanding of Asset Location vs Allocation and the ability to present the concept and tie into advisor conversations

Provide an exceptional customer experience with the mindset of going above and beyond with every client interaction we have

Ownership of a sales pipeline and a full understanding of what’s required to move things forward

Participate and actively engage in all sales desk campaigns and targeted marketing efforts

Clear and defined expectations/plan surrounding partnership with external counterpart in your territory

Achieve over 100% of annual sales goal

Qualification

Life & Health licenseFINRA LicensingClient Relationship ManagementLead GenerationProduct LineSales opportunistCustomer-centric attitudeEnthusiasmCoachableSense of urgencyPersistentOrganizedProactiveOwnership