Manage relationships with Target and other national accounts in the roofing business, coordinating projects, pricing, estimates, customer service, and product recommendations while building client partnerships.
Senior Internal Wholesaler- Protection & Retirement (Remote)
📜 Description
- Make proactive sales calls daily to strengthen relationships and identify selling opportunities.
- Maintain existing relationships to drive repeat business.
- Make prospecting calls and pass qualified leads to External Wholesalers.
- Provide product education to representatives, answering questions and comparing products.
- Create sales opportunities and execute follow-up to advance sales through the pipeline.
- Utilize databases to maintain representative profiles and sales activity.
🛠️ 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.
✨ Benefits
- Dental
- Vision insurance
- Mental health benefits and employee assistance program.
- Variety of paid time away benefits including PTO and parental leave.
- Contributions to healthcare accounts.
- Pension plan and 401(k) plan with company matching.
- ProHealth Rewards platform for wellbeing improvement and cash rewards.
Full job description
Essential Job Duties & Responsibilities:
Education & Experience Required:
Job Requirements (Knowledge, Skills, and Abilities):
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