Internal Wholesaler

Internal Wholesaler

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International. SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).

Business Underwriters Associates (BUA) is a specialized insurance distribution firm serving financial advisors and branch office staff across Edward Jones locations in the region. Through our strategic affiliation with Concourse Distributors, we provide comprehensive point-of-sale solutions for life insurance, long-term care, and disability income products to Edward Jones professionals. Our focused regional approach enables us to deliver personalized service and deep market expertise, helping advisors meet their clients' insurance and financial protection needs.

The Internal Wholesaler will drive business development within a multi-carrier distribution channel, supporting the region's Regional Vice President (RVP). This dynamic role involves building and strengthening relationships with Edward Jones Financial Advisors and their branch office teams by proactively identifying sales opportunities, executing marketing activities, providing product information, and maintaining records of all interactions and sales activities.

Key Responsibilities:

• Identify and recruit Edward Jones teams to establish new partnerships, building strong relationships through virtual meetings in assigned regions.
• Provide product and insurance sales concept training to enhance the sales capabilities of partner branch teams.
• Prepare and deliver product illustrations and presentations.
• Highlight product features to showcase how they address customer needs.

Education and Experience:

• Bachelor's degree in business, finance, or related field.
• Experience in insurance, wealth management, or financial services.
• FINRA Series 6, 63, and Life & Health Insurance License required.

Competencies:

• Excellent verbal and written communication skills.
• Strong knowledge of insurance products, sales concepts, and industry regulations.
• Ability to multitask with attention to detail, ensuring accuracy and efficiency.
• Ability to work independently and as part of a team.
• Proficiency with CRM software and MS Office Suite.

Compensation Opportunities:

• Base Salary
• Monthly Bonus based upon production in the territory
• Annual Bonus based upon individual production goals
• Annual Bonus based upon team production goals

Salary Transparency:

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary offered for this position is $60,000 with additional bonus opportunity. This compensation be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.