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Sr Internal Wholesaler

Open 19d

Summary

Senior compliance analyst investigates and responds to insurance regulators’ inquiries, researches laws, and drafts regulatory filings while collaborating with legal and business teams.

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Internal Wholesaler II works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with an External Wholesaler, 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:
• Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers.
• Maintain existing relationships to drive repeat producers.
• Make prospecting calls and pass qualified leads along to External Wholesalers.
• 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 External Wholesaler to develop and execute a strategic business plan to maximize territory sales growth.
• Utilize Protective databases to create and maintain representative profile information on all sales activity.
• Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up.

Job Requirements (Knowledge, Skills, and Abilities):
• Prior insurance or investment sales experience recommended.
• Must be adaptable and highly flexible to meet the needs of External Wholesalers 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.

Certifications, Licenses, Registrations Required:
• Series 6, Series 63, Life & Health licenses.

#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.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
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What this application asks

lever

Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, GitHub URL, Portfolio/video resume URL, Other website

  • As part of any recruiting and hiring process, Protective collects and processes personal information relating to job applicants. The Company is committed to being transparent about how it collects and uses that information and to meeting its information protection obligations. In the recruitment and hiring process the “personal information” we collect includes: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Please be aware that the personal information you provide during the application process may be shared internally with employees of Protective as well as our designated third-party vendors for the purposes of the recruitment and hiring process, including contacting you regarding your application and assessing your qualifications for job openings with Protective. California applicants should review the state-specific notice provided in accordance with the California Privacy Rights Act. By clicking “Consent” below you understand and freely give your consent to Protective and our designated third-party vendors collecting and processing your personal information relating to your potential employment with Protective. Applicant Notice - California: As part of Protective’s commitment to transparency related to personal information, and in order to comply with the California Privacy Rights Act (“CPRA”), we are providing you with this disclosure regarding the categories of personal information we may collect from you and the purposes for which that information may be used. Information We Collect: In the recruitment and hiring process the categories of “personal information” we collect include: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Use of Personal Information: The personal information we collect during the application process is used to assess your qualifications for the purposes of the recruitment and hiring process, including contacting your regarding your application and assessing your qualifications for job openings with Protective. The personal information you provide will not be “sold to” or “shared with” a third-party as those terms are defined by the CPRA. The Company will not collect additional categories of personal information or use the personal information we collect for materially different, unrelated, or incompatible purposes without providing you notice. Retention of Information: Each of the categories of information you provide are subject to our internal policies on retaining employee and applicant information. These policies are based on applicable legal retention requirements for retaining personal information of applicants and/or employees. As part of our internal policies, we have a process in place to determine when this information is no longer needed and can be disposed of in a secure manner. Additional Information: For more information on your rights under the CPRA, please see the Company’s California Privacy Rights Act Policy. yes / no · optional
  • Are you legally authorized to work in the United States? choose one
  • Do you now, or will you in the future, require immigration sponsorship for work authorization (e.g., H-1B)? choose one
  • Have you ever been employed with Protective or one of its affiliates? choose one
  • What is your target compensation (salary and bonus)?
  • Do you have any family members who are employed with Protective? written answer
  • How did you hear about this opportunity? choose one · optional

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