Internal Wholesaler

About the Role

Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively calls agents and recruits new agents to build a book of business. Develops working relationships with producers, promoting agent recruiting and retention through sales ideas, marketing campaigns, illustrations and effective management and utilization of Crump resources.

Responsibilities

• Builds relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information.
• Maintain and grow team sales goal in coordination with sales resources.
• Proactive calling to all assigned agents to build territory.
• Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential.
• Partner with sales resources in all aspects of producer development.
• Be able to call on lower producing agents in a sales capacity.
• Maintain a proactive and supportive relationship with the sales, operations teams, the assigned group of agents, and solution centers.
• Develop expert knowledge of products, carriers, and Crump resources.
• Coordinate with sales team and producers to run complex and advanced illustrations consulting on creative solutions.
• Effectively utilize company client management system to manage sales process.

Required Qualifications

• Effective interpersonal and written communication skills.
• Ability to provide excellent customer service to both internal and external customers.
• Effective time management skills.
• Ability to prioritize and accomplish multiple tasks simultaneously.
• Capable of working independently as well as in a team environment.
• Ability to work in a self-directed fashion.
• Experience with PCs in a Windows environment.
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products.
• Ability to analyze problems and develop solutions.
• Ability to communicate with individuals at all levels of the organization.
• Bachelor's degree or equivalent education, training and work-related experience.
• Excellent telephone etiquette skills.
• Ability to display maturity, competitiveness, and a good work ethic.
• Demonstrated knowledge of Insurance industry, life and other related insurance products and sales processes.
• Possess basic knowledge of insurance underwriting.
• Two years of work experience in the life insurance industry, with one year of experience in a sales support role.

Preferred Qualifications

• Series 6 and State Insurance Licenses.
• Understanding of sales concepts, illustrations, and the underwriting process.

Benefits

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.