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Full-Time

Internal Wholesaler II

Confirmed live in the last 24 hours

Protective Life

Protective Life

1,001-5,000 employees

Provides financial planning and life insurance services

Fintech
Financial Services

Compensation Overview

$65k - $95kAnnually

+ Sales Incentive Plan

Junior, Mid

Remote in USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Communications
Customer Service
Requirements
  • 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.
  • Bachelor's degree preferred or equivalent work experience.
  • Series 6, Series 63, and Life license.
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.

Protective Life provides financial planning and life insurance services aimed at individuals and businesses. The company offers a variety of products, including life insurance policies and retirement planning guides, to help clients secure their financial future. Their services are designed to assist financial advisors, insurance agents, and individual clients in protecting assets and planning for retirement. Protective Life operates through both business-to-business (B2B) and business-to-consumer (B2C) models, partnering with financial professionals while also reaching out directly to clients via their online platform. What sets Protective Life apart from competitors is their focus on excellent customer service and the provision of educational resources, which empower clients and advisors to make informed financial decisions. The company's goal is to help clients achieve financial security through comprehensive solutions and support.

Company Stage

M&A

Total Funding

N/A

Headquarters

Birmingham, Alabama

Founded

1842

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Simplify's Take

What believers are saying

  • Recent acquisitions, such as ShelterPoint, expand Protective Life's service offerings and market reach, potentially leading to significant growth.
  • The launch of new products like the advisory variable universal life product on FireLight demonstrates the company's commitment to innovation and adapting to market needs.
  • The appointment of experienced leaders to the board and executive team, such as Dom Lebel as Chief Risk Officer, strengthens the company's strategic direction and risk management capabilities.

What critics are saying

  • The integration of newly acquired companies like ShelterPoint may present operational challenges and cultural integration issues.
  • The competitive landscape in the financial services and insurance sectors is intense, requiring continuous innovation and differentiation to maintain market position.

What makes Protective Life unique

  • Protective Life's dual B2B and B2C model allows it to effectively reach both financial advisors and individual clients, unlike competitors who may focus on only one segment.
  • The company's strong emphasis on customer service and educational resources sets it apart in the financial services market, providing clients with the tools and knowledge to make informed decisions.
  • Protective Life's integration with platforms like FireLight for digital sales and submission processes enhances its operational efficiency and ease of use for distributors.