Description
The Hybrid Wholesaler works within the Executive Benefits sales organization, partnering with External Wholesaler(s) in targeted market segments. In partnership with their external wholesaler(s), this role is responsible for creating new, and managing existing, relationships with distribution partners to increase the revenue of Protective products and achieve market segment sales goals.
Responsibilities:
Make proactive contact on a regular basis with new and existing distribution partners to strengthen relationships and uncover/execute selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers.
Reinforce and expand our value proposition by making it easy for customers to do business with Protective; includes utilizing a solution-oriented approach when working with both internal and external partners.
Make prospecting calls and pass qualified opportunities along to External Wholesalers; aimed at generating new and repeat advisors.
Provideproduct education to distribution partners 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 market segment sales growth
Utilize Protective data to create and maintain representative profile information on all sales activity.
Other duties as assigned by leadership.
Job Requirements (Knowledge, Skills, and Abilities):
Prior life insurance or investment sales experience required.
Prior executive benefits sales or administrative experience preferred.
Must be adaptable and highly flexible to meet the needs of External Wholesalers and Executive Benefits 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.
Must be able to travel throughout the continental US for internal and external meetings. Trips may last as long as 5 days, and maybe as frequent as 3 weeks per month.
Education & Experience Required
Bachelor's degree preferred or equivalent work experience.
Certifications, Licenses, Registrations Required
FINRA SIE, Series 6, Series 63, and Life license.
#LI-SB1
The Hybrid Wholesaler works within the Executive Benefits sales organization, partnering with External Wholesaler(s) in targeted market segments. In partnership with their external wholesaler(s), this role is responsible for creating new, and managing existing, relationships with distribution partners to increase the revenue of Protective products and achieve market segment sales goals.
Responsibilities:
Make proactive contact on a regular basis with new and existing distribution partners to strengthen relationships and uncover/execute selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers.
Reinforce and expand our value proposition by making it easy for customers to do business with Protective; includes utilizing a solution-oriented approach when working with both internal and external partners.
Make prospecting calls and pass qualified opportunities along to External Wholesalers; aimed at generating new and repeat advisors.
Provideproduct education to distribution partners 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 market segment sales growth
Utilize Protective data to create and maintain representative profile information on all sales activity.
Other duties as assigned by leadership.
Job Requirements (Knowledge, Skills, and Abilities):
Prior life insurance or investment sales experience required.
Prior executive benefits sales or administrative experience preferred.
Must be adaptable and highly flexible to meet the needs of External Wholesalers and Executive Benefits 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.
Must be able to travel throughout the continental US for internal and external meetings. Trips may last as long as 5 days, and maybe as frequent as 3 weeks per month.
Education & Experience Required
Bachelor's degree preferred or equivalent work experience.
Certifications, Licenses, Registrations Required
FINRA SIE, Series 6, Series 63, and Life license.
#LI-SB1
