Internal Wholesaler
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Job Location:
Monthly Salary:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
About Specialty Program Group:
Specialty Program Group (SPG) is the wholesale & MGA division of HUB International. SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).
About BUA:
Business Underwriters Associates (BUA) is a specialized insurance distribution firm serving financial advisors and branch office staff across Edward Jones locations in the region. Through our strategic affiliation with Concourse Distributors we provide comprehensive point-of-sale solutions for life insurance long-term care and disability income products to Edward Jones professionals. Our focused regional approach enables us to deliver personalized service and deep market expertise helping advisors meet their clients insurance and financial protection needs.
About the Position:
The Internal Wholesaler will drive business development within a multi-carrier distribution channel supporting the regions Regional Vice President (RVP). This dynamic role involves building and strengthening relationships with Edward Jones Financial Advisors and their branch office teams by proactively identifying sales opportunities executing marketing activities providing product information and maintaining records of all interactions and sales activities.
Key Responsibilities:
Identify and recruit Edward Jones teams to establish new partnerships building strong relationships through virtual meetings in assigned regions.
Provide product and insurance sales concept training to enhance the sales capabilities of partner branch teams.
Prepare and deliver product illustrations and presentations.
Highlight product features to showcase how they address customer needs.
Education and Experience:
Bachelors degree in business finance or related field.
Experience in insurance wealth management or financial services.
FINRA Series 6 63 and Life & Health Insurance License required.
Competencies:
Excellent verbal and written communication skills.
Strong knowledge of insurance products sales concepts and industry regulations.
Ability to multitask with attention to detail ensuring accuracy and efficiency.
Ability to work independently and as part of a team.
Proficiency with CRM software and MS Office Suite.
Compensation Opportunities:
Base Salary
Monthly Bonus based upon production in the territory
Annual Bonus based upon individual production goals
Annual Bonus based upon team production goals
Salary Transparency:
Disclosure required under applicable law in California Colorado Illinois Maryland Minnesota New York New Jersey and Washington states: The expected salary offered for this position is $60000 with additional bonus opportunity. This compensation be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.
#SPG
Department SalesRequired Experience: 1-2 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelors degree (4-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Key Skills
- ISO 27001
- Data Analytics
- Financial Services
- COSO
- Process Improvement
- Accounting
- Visio
- COBIT
- NIST Standards
- SOX
- Internal Audits
- Data Analysis Skills
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
