Quick overview
Job description
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.
Education & Experience Required:
- Bachelor's degree preferred or equivalent work experience.
- Series 6, Series 63, and Life & Health license.
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.
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