External Life Wholesaler - Northeast jobs in United States
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Guardian Life · 8 hours ago

External Life Wholesaler - Northeast

Guardian Life is seeking an External Wholesaler for Life Insurance who will develop strategies to win new client relationships while growing existing ones. The role involves selling Guardian’s life insurance products, maintaining a pipeline of business, and conducting meetings and presentations within the assigned territory.

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Responsibilities

Travel to the Guardian General Agencies within assigned territory to generate business
Maintain a strong pipeline of business
Attend and present at industry conferences and regional events to generate additional interest in Guardian products
Initiate and/or follow up on sales calls, provide sales ideas, identify new sales opportunities
Track and report activity on a weekly basis
Continually monitor practices of competition and report to Head of National Sales
Generate comprehensive reports, presentations and ad hoc special projects as needed
Act as thought leader to educate and develop field force around Life Insurance solutions
Weekly travel required 60%-80%

Qualification

Life InsuranceWholesaling ExperienceRelationship ManagementPresentation SkillsFinancial Markets KnowledgeBusiness AwarenessInfluence/Persuasive SkillsTeam PlayerCommunication SkillsOrganizational SkillsTime Management

Required

Must be goal-oriented, focused on success
Work collaboratively with Internal Wholesaler to build and manage relationships within territory
Demonstrate a strong knowledge of the competitive landscape, financial markets, and industry related topics
Must have excellent presentation skills
Must have a deep knowledge of and experience with Life Insurance, especially whole life – minimum 5 years of wholesaling experience
Strong understanding of competitive marketplace
Proven ability to develop and grow relationships – show leadership in establishing excellent relationships with key support areas inside Guardian
Deep knowledge of business and market awareness
Must be a team player and have excellent communication, interpersonal, influence/persuasive, organizational, and presentation skills
Excellent Relationship Management/Client Relations skills
Demonstrate abilities in time management; including managing multiple projects and meeting strict deadlines
Bachelor's degree required
Minimum of 5+ years wholesaling
Weekly travel required 60%-80%

Preferred

Professional designation such as CLU, ChFC or CFP

Benefits

Benefits apply to full-time eligible employees.
Inspire Well-Being
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Company

Guardian Life

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Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.

Funding

Current Stage
Late Stage
Total Funding
unknown
2016-08-23Non Equity Assistance

Leadership Team

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Andrew McMahon
Chairman and CEO
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Michael Prestileo
Chief Strategy Officer
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Company data provided by crunchbase