State Licensed Internal Wholesaler

A company is looking for an Internal Wholesaler II to support sales efforts and manage relationships with representatives.

Key Responsibilities

Make proactive sales calls to strengthen relationships and identify selling opportunities

Maintain existing relationships to drive repeat business and pass qualified leads to External Wholesalers

Provide product education and execute strategic business plans to maximize territory sales growth

Required Qualifications

Prior insurance or investment sales experience recommended

Bachelor's degree preferred or equivalent work experience

Must hold Series 6, Series 63, and Life licenses

Ability to work in a challenging and collaborative environment

Detail-oriented and well-organized self-starter with high energy and creativity