Internal Wholesaler: Life, LTC and DI

Job description

Job Description Summary Job Description: Will support an external wholesaler in defined states and inside a defined region alongside a team of other internal wholesalers. Will use their skills to assist external wholesaler in providing support for life insurance, disability insurance and long term care insurance for advisors in the territory. Will also be responsible for running illustrations, presenting sales ideas, making proactive calls and assisting in growing advisor adoption in the region. Essential Duties and Responsibilities: Run life, disability, and LTC illustrations and/or assist with ordering IFLs. Assists in aspects of the sales process, including doing advisor and client meetings. Schedules appointments for External Wholesalers and/or Internal Wholesalers. Supports External Wholesaler with organization of marketing campaigns. Acts as point of contact for assigned region by providing phone coverage and email support. Will partake in proactive activities to create more insurance business inside the footprint. Performs other duties and responsibilities as assigned. Knowledge of: The insurance industry, products and carriers. Use of illustration software including Winflex...