Hybrid Wholesaler

Summary

Join Protective's Executive Benefits sales organization as a Hybrid Wholesaler, partnering with External Wholesalers to cultivate and manage relationships with distribution partners. This role focuses on increasing Protective product revenue and achieving market segment sales goals. You will proactively contact partners, reinforce Protective's value proposition, prospect for new advisors, provide product education, and collaborate on strategic business plans. Success requires strong communication, customer service, and organizational skills, along with experience in life insurance or investment sales. Travel throughout the continental US is required.

Requirements

• Prior life insurance or investment sales experience required
• Must be adaptable and highly flexible to meet the needs of External Wholesalers and Executive Benefits industry
• Must have the ability to work in a challenging and collaborative environment
• Competitive spirit and personal drive to succeed
• Possess professional oral and written communication skills
• Possess strong customer service skills
• Proven attention to detail and ability to multi-task in fast-paced environment
• Must be a detail-oriented, well-organized self-starter with high energy and creativity
• Must be able to travel throughout the continental US for internal and external meetings. Trips may last as long as 5 days, and maybe as frequent as 3 weeks per month
• FINRA SIE, Series 6, Series 63, and Life license

Responsibilities

• Make proactive contact on a regular basis with new and existing distribution partners to strengthen relationships and uncover/execute selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers
• Reinforce and expand our value proposition by making it easy for customers to do business with Protective; includes utilizing a solution-oriented approach when working with both internal and external partners
• Make prospecting calls and pass qualified opportunities along to External Wholesalers; aimed at generating new and repeat advisors
• Provide product education to distribution partners as an expert on our product features and benefits, answering questions and comparing our products to that of our competition
• Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline
• Work closely with the External Wholesaler to develop and execute a strategic business plan to maximize market segment sales growth
• Utilize Protective data to create and maintain representative profile information on all sales activity
• Other duties as assigned by leadership

Preferred Qualifications

• Prior executive benefits sales or administrative experience preferred
• Bachelor's degree preferred or equivalent work experience

Benefits

• $75,000 - $125,000 a year
• This position includes cash compensation as a part of a sales incentive plan (SIP)