Senior Internal Wholesaler – Broad Market

• Achieve sales goals for Broad Market Life Insurance products, including Term Insurance and Universal Life Insurance, within an assigned U.S. region
• Partner with Field Vice-Presidents and the National Sales Manager to execute regional sales strategies and objectives
• Grow new and maintain existing BGA and IMO relationships
• Develop new business opportunities within key firms
• Manage a large multi-state territory and extensive BGA distribution network
• Promote and implement strategic initiatives using marketing and operational resources
• Manage, develop, and grow term and universal life sales within assigned accounts
• Develop and execute account strategies and business plans
• Drive adoption and sales of Broad Market products and initiatives
• Promote solutions that improve distributor operational efficiency, revenue opportunities, and producer development
• Promote products, digital solutions, services, and accelerated underwriting programs
• Lead onboarding for new distribution relationships
• Coordinate regional training meetings and webinars
• Educate and train BGA staff and producers on products, underwriting guidelines, and product features
• Collaborate with internal partners to support distribution activities and sales implementations
• Serve as a specialist in Broad Market products, underwriting, and new business procedures
• Serve as an illustration expert and resource for BGAs and producers
• Facilitate case problem escalations and manage them to resolution
• Conduct proactive daily and weekly outreach to BGA offices
• Conduct quarterly navigational checks and annual distributor reviews
• Monitor business quality to maintain profitability standards
• Maintain regular contact with distributor sales and marketing associates
• Oversee development and processing of large cases
• Communicate market trends, competitor activity, product developments, and distributor information to FVPs and NSM
• Record distributor contacts and marketing initiatives weekly in the CRM database

• 4-year college degree preferred but not required; equivalent work experience considered
• Minimum of 2 to 4 years business experience
• Insurance or related sales or wholesaling experience
• Ability to serve as a strong-team player and contributor
• Demonstrated ability to facilitate seminars, workshops and customer meetings
• Dynamic presentation skills and the ability to influence customer and producer behaviors
• Experience working with Life BGA’s, IMO’s, FI’s and producer group distribution
• Proven sales skills and the ability to engage in conceptual selling
• Strong telephone and virtual communication skills
• Knowledge of life insurance products, advanced sales concepts, and insurance company operations
• Proven time management and organizational skills
• Strong written and oral communication skills
• Licensed for Life & Health Insurance Sales
• Professional acumen & appearance
• Ability to travel on a limited basis, as needed
• Commitment to on-going professional growth and development, including professional designations

Demonstrates expertise in Broad Market Life Insurance products, including Term and Universal Life Insurance, with a strong focus on sales strategy execution and relationship management. Proven ability to develop business opportunities, facilitate training, and enhance distributor operational efficiency.

• Life Insurance Sales
• Business Development
• Sales Strategy Execution
• Distributor Relationship Management
• Dynamic Presentation Skills

• Sales Goals Achievement
• Account Strategy Development
• Insurance Product Knowledge
• Conceptual Selling
• Operational Efficiency Promotion

• Team Collaboration
• Communication Skills
• Time Management
• Organizational Skills
• Influencing Skills

• Licensed for Life & Health Insurance Sales

• BGA
• IMO
• Producer Group Distribution
• Underwriting Guidelines
• Sales Training

• CRM Database
• Webinar Platforms
• Marketing Resources