Taking financial futures above and beyond with industry-leading annuities
Internal Wholesaler
Location
United States
Posted
5 days ago
Salary
Not specified
Seniority
Mid Level
No structured requirement data.
Job Description
Role Description
We are looking to fill an Internal Wholesaler position for our Financial Institution distribution channel. This position will support and advise our sales force and home office associates in the sale of annuity products, with a high focus on providing exceptional phone support regarding product features, sales concepts, and doing business with MassMutual Ascend.
- Partner with two external wholesalers in the Pacific Northwest and Four Corners regions to develop and execute a business plan aimed at maximizing territorial sales.
- Provide sales and marketing support including the development and implementation of phone and email campaigns.
- Respond to inquiries from producers regarding products and administrative processes, including the sales process.
- Develop and explain product proposals and illustrations for producers.
- Assist producers with case design and leverage our competitive positioning.
- Conduct market research: profile agents and their business practices to identify and develop top producing agents.
- Develop and maintain relationships with prospective and active producers in the territory.
- Help increase premium within the territories by proactively reaching out to leads.
- Provide feedback on new product and sales ideas.
- Stay in tune with competition and their offerings.
Qualifications
- Life and Health Agent License and Series 6 or 7 are required.
- 3-5 years of experience in marketing and sales, preferably in the insurance industry.
- Effective telemarketing skills.
- Excellent written and verbal communication skills (including presentation skills).
- Ability to work effectively in a team environment and multi-task projects.
- Knowledge of securities and insurance products, specifically annuities.
- Creative problem-solving skills; able to effectively coordinate projects independently.
Requirements
- Bachelor’s degree is preferred with a focus in Business or Marketing.
- Professional designations such as CLU, CFP, ChFC, RICP or other through The American College or LOMA.
- Advanced knowledge of Microsoft Office products and experience with various insurance/annuity administration systems.
- Experience with Salesforce is a plus.
Benefits
- Competitive salaries, along with incentive and bonus opportunities for all employees.
- Total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
- Extensive benefits offerings available.
Job Requirements
- Life and Health Agent License and Series 6 or 7 are required.
- 3-5 years of experience in marketing and sales, preferably in the insurance industry.
- Effective telemarketing skills.
- Excellent written and verbal communication skills (including presentation skills).
- Ability to work effectively in a team environment and multi-task projects.
- Knowledge of securities and insurance products, specifically annuities.
- Creative problem-solving skills; able to effectively coordinate projects independently.
- Bachelor’s degree is preferred with a focus in Business or Marketing.
- Professional designations such as CLU, CFP, ChFC, RICP or other through The American College or LOMA.
- Advanced knowledge of Microsoft Office products and experience with various insurance/annuity administration systems.
- Experience with Salesforce is a plus.
Benefits
- Competitive salaries, along with incentive and bonus opportunities for all employees.
- Total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
- Extensive benefits offerings available.
Related Guides
Related Job Pages
More Inside Sales Jobs
The representative will consult with and enroll qualified clients into debt relief programs, documenting all client discussions accurately using Salesforce CRM software. They must also adhere to company policies, skillfully navigate multiple computer systems, and provide empathetic support to vulnerable clients.
Inside Sales Representative (Eastern)
McGraw Hill LLC.The work you do at McGraw Hill will be work that matters. We are collectively designing content that will build the future of education. Play your part and experience a sense of fulfilment that will inspire you to even greater heights.
This role supports inside sales representatives and management by strategically executing sales-oriented tasks directed by management to attain and surpass sales quotas within the Connecticut, South Carolina, and Vermont territories. Responsibilities include performing targeted customer outreach via phone and email to build pipeline, developing strategic territory plans, and ensuring visibility and promotional activity within the prioritized customer base.
The Inside Sales Manager is tasked with leading and developing a high-performing remote call center team to drive sales growth and ensure exceptional customer experiences. This involves overseeing daily operations, continuously monitoring KPIs, managing the sales pipeline via Salesforce, and providing critical coaching to sales agents.
Preaccess Specialist
UnityPoint HealthAt UnityPoint Health, you matter. We’re proud to be recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare several years in a row for our commitment to our team members. With a collective goal to champion a culture of belonging where everyone feels valued and respected, we honor the ways people are unique and embrace what brings us together. We believe equipping you with support and development opportunities is a vital part of delivering an exceptional employment experience.
The specialist will perform pre-registrations for scheduled accounts across multiple Company affiliates by contacting patients or other appropriate information sources. Key duties include obtaining insurance eligibility and benefits, updating system information, and initiating the collection process by communicating financial obligations to patients.
