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Kuvare Holdings · 19 hours ago

Internal Wholesaler

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Kuvare Holdings is dedicated to simplifying retirement for everyday Americans through its financial products. The Internal Wholesaler is responsible for driving sales activity and collaborating with the external sales team to enhance sales in assigned territories.

Asset ManagementFinanceInsurance

Responsibilities

Partner with external sales team to identify and develop relationships with and increase sales from Firms and Accounts in your region in order to achieve premium goals

Establish and cultivate relationships with assigned Firms and Accounts through regular contact to develop and drive sales while enhancing relationships

Make proactive phone calls to learn about the Firms and Account business and help them match the appropriate products to meet the needs of their clients

Conduct proactive telephone and webinar sales presentations highlighting the Kuvare products and value proposition

Drive attendance to company sponsored events/meetings and provide consistent and timely follow up with attendees to uncover new sales opportunities

Play a key role in the onboarding of new Firms and Financial Professionals and identify those with potential to write Kuvare products

Utilize sales and marketing skills to identify and rank Firms and Financial Professionals to determine the priority of contacting them with focused efforts on increased sales and consistent growth

Respond to calls and email correspondence from sales teams and partners to provide support on products, sales and marketing materials, product education and sales concepts

Generate ideas and help create content for presentations, marketing materials, emails and messaging to financial professionals

Drive sales and recruiting efforts through regular contact with existing and prospective Firms in your regions

Maintain knowledge of competitor products and the competitive advantages of Kuvare products to share with Firm and Account sales teams and other team members

Track daily activity and field interactions in company CRM

External in person presentations and convention representation as needed

Other duties as assigned by manager

Qualification

Life insurance salesAnnuity salesSalesMarketing skillsCRM proficiencyWebinar presentationsContent creationRelationship building

Required

Life license or ability to pass exam within 120 days of hire date

Preferred

Bachelor's and/or 5+ or more years of relevant work experience preferred

2-4 years of life insurance and/or annuity sales experience as an agent, advisor, agency marketing/sales professional or carrier marketing/sales professional