Internal Wholesaler jobs in United States
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SPG - Specialty Program Group · 1 day ago

Internal Wholesaler

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International, focused on acquiring best in class underwriting businesses. The Internal Wholesaler will drive business development within a multi-carrier distribution channel, building relationships with Edward Jones Financial Advisors and their teams to identify sales opportunities and execute marketing activities.

FinanceImpact InvestingInsuranceMarketing

Responsibilities

Identify and recruit Edward Jones teams to establish new partnerships, building strong relationships through virtual meetings in assigned regions
Provide product and insurance sales concept training to enhance the sales capabilities of partner branch teams
Prepare and deliver product illustrations and presentations
Highlight product features to showcase how they address customer needs

Qualification

FINRA Series 6FINRA Series 63Life & Health Insurance LicenseInsurance product knowledgeCRM software proficiencyMultitasking abilityMS Office SuiteCommunication skillsTeamworkAttention to detail

Required

Bachelor's degree in business, finance, or related field
Experience in insurance, wealth management, or financial services
FINRA Series 6, 63, and Life & Health Insurance License required
Excellent verbal and written communication skills
Strong knowledge of insurance products, sales concepts, and industry regulations
Ability to multitask with attention to detail, ensuring accuracy and efficiency
Ability to work independently and as part of a team
Proficiency with CRM software and MS Office Suite
1-2 years of relevant experience
Up to 25% travel required

Benefits

Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses, equity and commissions for some positions

Company

SPG - Specialty Program Group

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Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

Funding

Current Stage
Late Stage

Leadership Team

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Jennifer Spindler
Chief Product Officer
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Company data provided by crunchbase