Senior Internal Wholesaler (Finance)

TL;DR

Senior Internal Wholesaler (Finance): Driving revenue growth for protection and retirement products by managing representative relationships and executing sales campaigns with an accent on proactive prospecting and product expertise. Focus on building sales pipelines, collaborating with External Wholesalers, and providing technical product education to representatives.

Location: Remote (Must be based in the USA)

Salary: $60,000

Company

hirify.global helps protect customers against life's uncertainties through a wide range of protection and retirement products.

What you will do

• Execute proactive sales campaigns and daily calls to new and existing representatives to find selling opportunities.
• Maintain and strengthen existing relationships to drive repeat production.
• Conduct prospecting calls and qualify leads for External Wholesalers.
• Act as a product expert, providing education on features and benefits while comparing products against competition.
• Develop and execute strategic business plans in collaboration with External Wholesalers to maximize territory growth.
• Maintain accurate representative profile information and sales activity within company databases.

Requirements

• Required certifications: Series 6, Series 63, and Life & Health license.
• Location: Must be based in the United States.
• Prior experience in insurance or investment sales is recommended.
• Bachelor's degree or equivalent professional work experience.
• Strong professional oral and written communication and customer service skills.
• Ability to work in a fast-paced, collaborative, and challenging environment.

Culture & Benefits

• Comprehensive health, dental, and vision insurance.
• Financial wellbeing support including a pension plan and 401(k) with company matching.
• Focus on work-life balance with paid time off, paid parental leave, and cultural observance days.
• Mental health benefits and an employee assistance program.
• ProHealth Rewards platform to improve wellbeing and earn cash rewards.