Sr Internal Wholesaler

We are Protective. Our mission is in our name. We are committed to tearing down barriers that prevent people from enjoying the peace of mind that comes from protecting their tomorrows so they can embrace today, because we are all Protectors.

Since 1907, Protective Life has remained true to its core values. This unwavering commitment to treating people the way we would like to be treated has been rewarded with stable, long-term relationships and trust. We believe in providing a competitive benefits package that provides a work/life balance to our employees.

Senior Internal Wholesaler (Advisory VUL/Non-Core Advisory VA/BGA) Job Description:

This wholesaler works within the sales organization, partnering with the VP National Sales Director for Advisory Sales. This individual is responsible for creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals. This role is primarily focused on servicing representatives through phone and email communication. This position requires an individual that has a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.

Essential Job Duties & Responsibilities:

*Serve as a subject matter expert in advisory services and Brokerage General Agency (BGA) operations to provide strategic guidance and support.

*Make proactive sales calls daily with new and existing firms to strengthen relationships and find selling opportunities including sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management.

*Respond to and manage inbound calls from current and prospective customers, providing accurate information and directing inquiries to the appropriate departments as needed.

*Produce customized product illustrations to support tailored client solutions and sales strategies.

*Develop a clear understanding of the partner's structure and identify key contacts for collaboration.

*Support and develop strategic marketing initiatives to enhance brand visibility and drive engagement.

*Attend advisory meetings/conferences and execute meeting/conference follow up.

*Assist with setting up new selling agreements.

*Provide product education to representatives as an expert on our product features and benefits, answering questions and comparing our products to that of our competition.

*Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline.

*Work closely with the National Sales Director to develop and execute a strategic business plan to maximize channel sales growth.

*Utilize Protective databases to create and maintain representative profile information on all sales activity.

*Execute campaigns using Protective systems to generate channel sales leads and meaningful follow-up.

*Document customer interactions and maintain detailed records in the CRM system.

*Other duties and responsibilities as assigned by management.

Job Requirements (Knowledge, Skills, and Abilities):

*Prior insurance or investment sales experience recommended.

*Must be adaptable and highly flexible to meet the needs of Sales Director and insurance industry.

*Must have the ability to work in a challenging and collaborative environment.

*Competitive spirit and personal drive to succeed.

*Possess professional oral and written communication skills.

*Possess strong customer service skills.

*Proven attention to detail and ability to multi-task in fast-paced environment.

*Must be a detail-oriented, well-organized self-starter with high energy and creativity.

Education & Experience Required:

*Bachelor's degree preferred or equivalent work experience.

*Advisory and BGA experience preferred.

Certifications, Licenses, Registrations Required:

*Series 6, Series 63, and Life license.

#LI-SB1

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.

Accommodations for Applicants with a Disability :

If you require an accommodation to complete the application and recruitment process due to a disability, please email martina.winston@protective.com . This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.