Life Insurance Internal Wholesaler
Provide case design support to Financial Advisors writing life, long-term care and disability insurance business. Create and identify sales opportunities through web-ex 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.
Create, uncover, and identify sales opportunities through consistent proactive and regular communication to financial advisors and branch managers
Schedule and execute meaningful web-ex 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
Associates degree or 2 years of college education preferred
3-5+ years of sales or broker customer service experience
3+ years Life or LTC Insurance Experience Possess an understanding of wealth transfer and estate planning concepts and how they relate to protection insurance sales
Possess an excellent understanding of the sales process
Current Life, Accident & Health License required (or ability to obtain) IT and computer systems skills (Microsoft Office, Life Carrier-based illustration and agent support programs, keyboarding skills, and ability to work with multiple screens and applications simultaneously)
At SterlingBridge, we 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 open-minded, 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 identifying sales opportunities through consistent proactive and regular communication to FAs.
Apply now and come grow within our life insurance solution center!
SterlingBridge offers more than a half-century of insurance industry know-how, insurtech leadership, and a "We're On It" spirit. We understand insurance agents, customers, and the tools they need to thrive.