Internal Wholesaler
$52,875–$77,550 year
On-siteAddison, Texas, United States
Job Summary
Grow and manage a consistent new business pipeline by building relationships with agencies and agents, acting as a subject matter expert on NLG products and processes. Collaborate with field leaders to design sales and marketing plans while independently developing dormant accounts. Provide product analysis, illustration, and case design to stakeholders, recommending new features based on account needs. Onboard new agents and ensure ongoing communication regarding policy and agent activity with internal groups. Establish strong relationships with existing strategic accounts and use prospecting tools to increase market share. This role sits in Addison, TX or Montpelier, VT with an onsite schedule of four days per week. Bilingual English/Mandarin skills are required, and the position offers a language differential in pay.
Required Qualifications
- Bilingual (English/Mandarin)
- 1-3 years industry experience in life and annuity products
- Industry certifications, such as CLU, CFP or ChFC
- Ability to drive growth and increase presence and market share for assigned accounts
- Team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment
- Excellent verbal and written communications skills
- This position sits in either our Addison, TX or Montpelier, VT locations
- This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days
- This position is eligible for a language differential in pay for approved bilingual skills
Desired Qualifications
- Understanding of compliance and regulatory standards for life and annuity products
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