Life Insurance Internal Wholesaler
Life Insurance Internal Wholesaler
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Salary Not Disclosed
1 Vacancy
Job Description
Job Summary:
Provide case design support to Financial Advisors writing life longterm care and disability insurance business. Create and identify sales opportunities through webex presentations and outbound calls. Assist Financial Advisors with protection insurance business by providing quotes carrier selection sales ideas and marketing materials. Collaborate with internal partners to get the Financial Advisors insurance business placed and paid as quickly as possible while building and maintaining long productive relationships.
Key Responsibilities:
Create uncover and identify sales opportunities through consistent proactive and regular communication to financial advisors and branch managers
Schedule and execute meaningful webex presentations to drive Financial Advisor engagement
Coordinate sales support activity with Advanced Marketing in order to provide information benefit summaries quotes and application materials to Financial Advisors to assist in their protection insurance sales process
Assist Financial Advisors in identifying new sales opportunities prepare proposal materials and run protection insurance product illustrations
Utilizing acquired knowledge of all protection insurance products and services offered and approved including plan features compliance requirements rates underwriting requirements and competitive positioning to provide guidance to the Financial Advisors
Requirements:
Associates degree or 2 years of college education preferred
Possess an ability to learn and understand with ability to explain wealth transfer and estate planning concepts and how they relate to protection insurance sales
Possess an excellent ability to understand the life insurance sales process
Current Life Accident & Health License required (or ability to obtain) IT and computer systems skills (Microsoft Office Life Carrierbased illustration and agent support programs keyboarding skills and ability to work with multiple screens and applications simultaneously)
AtSterlingBridgewe recruit individuals who fit our culture and values. The atmosphere is fun friendly but with a high degree of professionalism. We respect our colleagues customers and business partners. It is a challenging dynamic and energized environment with opportunities for personal and professional growth. If you are openminded driven and quick to learn we want to speak to you.
Required skills for success: Ability to establish rapport with FAs while creating uncovering and identifyingsales opportunities through consistent proactive and regular communication to FAs.
Apply now and come grow within our life insurance solution center!
SterlingBridgeoffers more than a halfcentury ofinsurance industry knowhow insurtech leadership and aWere On It spirit. We understand insurance agents customers and the tools they need to thrive.
PM17
Required Experience:
Senior IC
Employment Type
Full-Time
