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Internal Wholesaler II
Protective Life. Partner with External Wholesaler(s) in geographical sales territories .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategy execution and relationship management within the insurance industry, leveraging strong communication and customer service skills to drive revenue growth and maintain client satisfaction.
Highest-signal resume keywords
Insurance Sales ExperienceCustomer Relationship ManagementSales Pipeline ManagementSeries 6 LicenseSeries 63 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentLead GenerationProduct EducationSales Campaign ExecutionTerritory Sales Growth
Soft Skills
Professional CommunicationAttention to DetailAdaptabilityCollaborationCompetitive Spirit
Tools & Technologies
Protective DatabasesProtective Systems
Certifications & Qualifications
Life LicenseBachelor's Degree Preferred
Industry Keywords
Insurance IndustryInvestment SalesSales TerritoriesExternal WholesalersSales Calls
About the role
Key responsibilities & impact- Partner with External Wholesaler(s) in geographical sales territories
- Create new and manage existing relationships with representatives to increase Protective product revenue and achieve territory sales goals
- Service representatives primarily through phone and email communication
- Make proactive daily sales calls to new and existing representatives
- Conduct sales campaigns, pursue new business opportunities, make follow-up meeting calls, and make other calls as directed
- Maintain existing relationships to drive repeat producers
- Make prospecting calls and pass qualified leads to External Wholesalers
- Provide product education, answer questions, and compare Protective products with competitors' products
- Create sales opportunities and follow up to move opportunities through the sales pipeline
- Develop and execute a strategic business plan with the External Wholesaler to maximize territory sales growth
- Use Protective databases to create and maintain representative profile information on sales activity
- Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up
Requirements
What you’ll need- Prior insurance or investment sales experience recommended
- Adaptable and highly flexible to meet the needs of External Wholesalers and the insurance industry
- Ability to work in a challenging and collaborative environment
- Competitive spirit and personal drive to succeed
- Professional oral and written communication skills
- Strong customer service skills
- Proven attention to detail and ability to multi-task in a fast-paced environment
- Detail-oriented, well-organized self-starter with high energy and creativity
- Bachelor's degree preferred or equivalent work experience
- Series 6, Series 63, and Life license
Benefits
Comp & perks- Comprehensive health insurance
- Dental insurance
- Vision insurance
- Mental health benefits
- Employee assistance program
- Paid time off
- Paid parental leave
- Short-term disability
- Cultural observance day
- Contributions to healthcare accounts
- Pension plan
- 401(k) plan with Company matching
- ProHealth Rewards wellbeing platform with cash rewards
- Sales incentive plan (SIP) cash compensation