Protective Verified
Financial Services, Insurance.
Senior Internal Wholesaler- Protection & Retirement (Remote)
RemoteRemoteFull TimeSeniorPosted 1 month agoVisa sponsorship available
Required skills
- Series 6
- Series 63
- Life & Health license
- Protective products
- sales campaigns
- new business opportunities
- sales pipeline
Nice to have
- insurance sales experience
- investment sales experience
Role summary
The Senior Internal Wholesaler - Protection & Retirement is responsible for partnering with External Wholesalers to manage and grow relationships with representatives, driving revenue for Protective products. This remote role involves making proactive sales calls, providing product education, and executing sales campaigns to achieve territory sales goals. The ideal candidate will have strong sales skills, professional communication, a competitive drive, and experience in the insurance or investment sales industry. Required licenses include Series 6, Series 63, and Life & Health.
The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
The Sr Internal Wholesaler works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals. This role is primarily focused on servicing representatives through phone and email communication. This position requires an individual that has a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers.
Maintain existing relationships to drive repeat producers.
Make prospecting calls and pass qualified leads along to External Wholesalers.
Provide product education to representatives as an expert on our product features and benefits, answering questions and comparing our products to that of our competition.
Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline.
Work closely with the External Wholesaler to develop and execute a strategic business plan to maximize territory sales growth.
Utilize Protective databases to create and maintain representative profile information on all sales activity.
Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up. Bachelor's degree preferred or equivalent work experience. Certifications, Licenses, Registrations Required: Series 6, Series 63, and Life & Health license. Prior insurance or investment sales experience recommended.
Must be adaptable and highly flexible to meet the needs of External Wholesalers and insurance industry.
Must have the ability to work in a challenging and collaborative environment.
Competitive spirit and personal drive to succeed.
Possess professional oral and written communication skills.
Possess strong customer service skills.
Proven attention to detail and ability to multi-task in fast-paced environment.
Must be a detail-oriented, well-organized self-starter with high energy and creativity. #LI-VD1
#IND123
Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
The Sr Internal Wholesaler works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals. This role is primarily focused on servicing representatives through phone and email communication. This position requires an individual that has a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.
Essential Job Duties & Responsibilities:
Education & Experience Required:
Job Requirements (Knowledge, Skills, and Abilities):
Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
