Internal Wholesaler II
Core
Partner with External Wholesalers to manage representative relationships, drive sales of protective products, and achieve territory sales goals.
Role type
Sales representative support specialist
Builds
Protective products sales pipeline
Domain
Insurance
Deliverable
client delivery
Required skills
proactive sales calling, relationship management, prospecting, product education, sales pipeline execution, database management, strategic business planning
Preferred skills
insurance or investment sales experience
Technologies
Protective databases, Protective systems
Responsibilities
Make proactive sales calls to strengthen relationships and find selling opportunities, maintain existing relationships to drive repeat producers, make prospecting calls and pass qualified leads to External Wholesalers, provide product education to representatives, create sales opportunities and execute follow-up, work with External Wholesalers to develop strategic business plans, utilize databases to maintain representative profiles, execute campaigns to generate leads
Seniority
Individual Contributor