Licensed Internal Wholesaler

Job Summary

A company is looking for an Internal Wholesaler II.

Key Responsibilities

• Make proactive sales calls to strengthen relationships and identify selling opportunities
• Maintain existing relationships to drive repeat business and pass qualified leads to External Wholesalers
• Provide product education and execute follow-up to move sales opportunities through the pipeline

Required Qualifications and Education

• Prior insurance or investment sales experience recommended
• Bachelor's degree preferred or equivalent work experience
• Series 6, Series 63, and Life license required
• Must be adaptable and able to work in a collaborative environment
• Competitive spirit and personal drive to succeed