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.
Protective’s Concourse Financial Group is seeking a highly motivated and knowledgeable individual to join our team as a Senior Internal Wholesaler specializing in Long Term Care Insurance. This individual will be responsible for partnering with RVPs to assist with case design, facilitate product training with Edward Jones Financial Advisors, and to identify sales opportunities for existing and prospective Branch Team Relationships.
Responsibilities
- Make & receive sales calls on a daily basis, with new and existing representatives, to strengthen relationships and find sales opportunities. This includes sales campaigns, new business opportunities, follow-up calls, requests from branches, and other revenue-driving activity as directed by management and RVP(s).
- Make prospecting calls and pass qualified leads along to RVP(s) to drive new producers.
- Maintain existing relationships to drive repeat business.
- Provide product education to Edward Jones branches as an expert on their available LTC insurance products & processes.
- Stay up to date on industry trends, regulations, and competitive landscape in the LTC insurance market.
- Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline.
- Design illustrations/quotes for LTC products, ensuring design is within Edward Jones guidelines.
- Work closely with the RVP(s) to develop and execute a strategic business plan to maximize territory sales growth.
- Utilize Concourse systems & databases to record and maintain all sales activity.
Requirements:
- Minimum three years’ experience in insurance sales with focus on LTC insurance.
- Strong understanding of long-term care insurance products, industry regulations and market dynamics
- Excellent communication and presentation skills, with the ability to articulate complex concepts in a clear and concise manner.
- Proven track record of achieving sales targets and driving revenue growth.
- Ability to work independently and collaboratively, in a fast paced, team-oriented environment.
- Proficiency in Microsoft office Suite and CRM software.
Education, Certifications, Licenses, Registrations Required
- Bachelor’s degree preferred or equivalent work experience.
- SIE, Series 6, Series 63, and Life/health licenses.
- CLTC is preferred but can be obtained within first six months in the role.
Protective’s targeted salary range for this position is between $73,500 and $158,500, which will include a base determined by experience and a cash compensation as part of a sales incentive plan (SIP). Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience.
Employee Benefits:
We aim to protect our employees’ wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through 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.
Diversity and Inclusion:
At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.
We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace all skills and abilities. Our aim is to create an equitable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.
