обновлено 5 дней назад
Internal Wholesaler
60 000 - 65 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Wholesaler (Life Insurance): Supporting broker dealers, agents, institutions, and financial advisors with pre- and post-sale technical guidance for Whole Life, Universal Life, Variable Universal Life, and Term products with an accent on product positioning, sales designs, and illustration support. Focus on developing distributor relationships, responding to product inquiries, partnering with territory leadership to drive sales, and coordinating business processing across internal departments.
Location: Springfield, Massachusetts, United States. The role ideally accommodates a 10am–7pm work shift.
Salary: $60,000–$65,000 annual base salary, plus sales-based compensation, with total target compensation of $75,000–$95,000.
Company
Strategic Distributors supports the distribution of life insurance products through broker dealers, independent agents, captive agents, and institutions.
What you will do
- Provide pre- and post-sale technical product support to broker dealers, agents, institutions, and financial advisors.
- Advise distribution partners on product positioning, sales designs, concepts, and life insurance solutions.
- Prepare sales and marketing materials and provide sales illustration support.
- Respond to customer and partner inquiries by email and maintain strong distributor relationships.
- Partner with the territory Managing Director and Advances Sales team to support sales goals and build product and market expertise.
- Coordinate with internal departments to support accurate and timely business processing.
Requirements
- Bachelor’s degree, or a high school diploma with at least 4 years of financial services experience.
- At least 1 year of experience working with life insurance clients, broker dealers, captive agents, or institutions.
- FINRA SIE, Series 6, and Series 63 licenses at application or within 6 months of hire.
- State Life & Health license at application or within 6 months of hire.
- Strong written and verbal communication, self-management, time management, and prioritization skills.
- Working knowledge of Microsoft Office, especially Outlook, Excel, and PowerPoint.
Nice to have
- 3+ years of sales or sales support experience with life insurance products.
- Extensive knowledge of Whole Life, Universal Life, Variable Universal Life, and Term products.
- Experience with BGAs, POSs, IMOs, and Salesforce.
Culture & Benefits
- Purpose-driven work focused on long-term impact and customer outcomes.
- Collaborative environment where different perspectives are welcomed.
- Access to learning, development, and internal networking opportunities.
- Employee-led communities and forums supporting connection, learning, and inclusion.
- Culture grounded in integrity, responsibility, and stewardship.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
8 дней назад
Alternatives Distribution, Outbound Specialist - Associate
80 000 - 90 000$
9 дней назад
Internal Life Insurance Sales Representative
65 000 - 70 000$
8 дней назад
Internal Wholesaler - Annuities (Denver)
83 000 - 125 000$
9 дней назад
Associate National Account Manager
80 000 - 100 000$
9 дней назад
Regional Insurance Sales Manager (Life and Annuity)
65 000 - 75 000$
10 дней назад
Internal Wholesaler - Distribution (Insurance)
52 875 - 77 550$