Internal Wholesaler

About the role

The Internal Wholesaler's primary function is to drive sales of Foresters Financial life and annuity products across multiple distribution channels via inbound calls. This role is heavily focused on taking inbound calls from agents inquiring about Foresters’ product offerings and the company’s value proposition. The position requires an extremely motivated, ambitious, and competitive person who works well in a fast-paced sales environment.

Responsibilities

• Provide sales and marketing support of Foresters Financial products across all business lines to drive sales
• Educate and sell the benefits of Foresters Financial products and Member Benefits
• Work with agents to identify client needs and recommend product offerings and marketing strategies
• Actively participate in ongoing professional development and training
• Provide a high level of sales support in answering customer inquiries and solving customer challenges
• Use selling skills to convert opportunities to sales
• Support and execute all sales & marketing initiatives and corporate strategies as set by management
• Meet all core call-related metrics as set forth by management
• Utilize systems, technology, and tools to track activities and profile agent data to expand the reach of product distribution
• Develop and enhance personal industry and product knowledge to effectively communicate and build credibility with agents
• Maintain a proactive and supportive relationship with sales, marketing, operations teams, and all internal partners
• Provide daily/weekly feedback on sales-related activity
• Represent Foresters in a professional manner to all internal/external customers both on the telephone and through attendance at selected events
• Make sound business decisions in terms of prioritizing and managing workload to ensure completion
• Adhere to the rules and practices set forth by Compliance

Requirements

• Bachelor’s degree or equivalent work experience
• A minimum of one year of experience in a sales profession or financial services industry
• Knowledge of life and annuity insurance products and services preferred
• Strong sales ability along with effective telephone and customer relationship-building skills
• Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
• Top-notch phone etiquette and excellent interpersonal communication skills, both verbal and written
• Ability to organize and communicate complex information while navigating multiple systems to meet customer expectations
• Strong results-oriented focus, strong work ethic, and positive attitude
• Well-developed problem-solving and analytical skills, and the ability to absorb and diffuse customer emotions
• Demonstrates initiative, creativity, and resourcefulness
• Bilingualism (Spanish) is a plus but not required

Schedule

The role requires working hours between 8:00 am and 5:00 pm (CST), Monday to Friday. Hours of operation could change and require flexibility due to changing conditions, call volumes, and business needs.

Actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, with results subject to both individual and company performance.