Internal Wholesaler II
On-siteCovington, Kentucky, United States
Job Summary
Make proactive sales calls daily with new and existing representatives to strengthen relationships, find selling opportunities, and pass qualified leads to External Wholesalers. Maintain existing relationships to drive repeat producers while providing product education on features, benefits, and competitive comparisons. Create sales opportunities, execute thoughtful follow-up to move leads through the pipeline, and work closely with External Wholesalers to develop and execute a strategic business plan for territory growth. Utilize Protective databases to maintain representative profiles and execute campaigns using internal systems to generate leads and meaningful follow-up. Requires Series 6, 63, and Life licenses with prior insurance sales experience.
Required Qualifications
- Series 6 license
- Series 63 license
- Life license
- SIE license
- Bachelor's degree, English major preferred
- 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
Desired Qualifications
- Prior insurance or investment sales experience recommended
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