Full-Time
L&H Licensed Internal Sales Broker Representative
Shelter Point
Confirmed live in the last 24 hours
Protective Life
1,001-5,000 employees
Provides financial planning and life insurance services
Junior, Mid
Remote in USA
- Strong phone presence and experience in dialing dozens of calls per day
- Excellent understanding of insurance products and market
- Experience working with Salesforce.com or similar CRM
- Excellent verbal and written communication skills
- Strong listening and presentation skills
- Ability to multi-task, prioritize and manage time effectively
- Highly motivated and ability to effectively communicate with brokers and employers
- Understands business challenges
- Goal-oriented
- Bachelors’ Degree
- 2+ years of proven experience in a sales role
- Life and Health License required
- Source new sales opportunities through outbound cold-calling, in-bound leads, WebEx’s and emails
- Make a minimum of 30 new contacts daily
- Meet or exceed personal sales goals within the Inside Sales Division
- Update brokers on products and company developments
- Collaborate with the Regional Sales Directors in given territories, if warranted
- Log daily calls through Salesforce and create follow-up calls as necessary
- Add and maintain our broker contact list: new producers, e-mail addresses or other changes or additions to our Salesforce platform
- Work closely with designated Sales Support Specialist and create a team structure to achieve goals
- Identify any customer concerns or problems and discuss with the appropriate department manager(s) in the home office
- Provide all necessary information to underwriting for all quotes
- Follow up on all quotes released
- Ensure flawless new business submissions to underwriting for expedited approvals
- Ensure all broker licensing is accurate and current prior to submitting new business
- Follow necessary Sales procedures for business retention
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 for financial advisors, insurance agents, and individual clients, ensuring that everyone has access to the necessary tools and resources for effective financial management. Protective Life operates through both business-to-business and business-to-consumer 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 decisions. The company's goal is to help clients achieve financial security through comprehensive planning and support.
Company Stage
IPO
Total Funding
N/A
Headquarters
Birmingham, Alabama
Founded
1842
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.
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