Hybrid Wholesaler - Executive Benefits

Hybrid Wholesaler - Executive Benefits

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.

Position Objective :

The Hybrid Wholesaler works within the Executive Benefits sales organization, partnering with External Wholesaler(s) in targeted market segments. In partnership with their external wholesaler(s), this role is responsible for creating new, and managing existing, relationships with distribution partners to increase the revenue of Protective products and achieve market segment sales goals.

Responsibilities :

Make proactive contact on a regular basis with new and existing distribution partners to strengthen relationships and uncover / execute selling opportunities. This includes sales campaigns, new business opportunities, follow-up meeting calls, and other calls as directed by management and External Wholesalers. Reinforce and expand our value proposition by making it easy for customers to do business with Protective; includes utilizing a solution-oriented approach when working with both internal and external partners. Make prospecting calls and pass qualified opportunities along to External Wholesalers; aimed at generating new and repeat advisors. Provide product education to distribution partners as an expert on our product features and benefits, answering questions and comparing our products to that of our competition. Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline. Work closely with the External Wholesaler to develop and execute a strategic business plan to maximize market segment sales growth. Utilize Protective data to create and maintain representative profile information on all sales activity. Other duties as assigned by leadership.

Job Requirements (Knowledge, Skills, and Abilities) :

Prior life insurance or investment sales experience required. Prior executive benefits sales or administrative experience preferred. Must be adaptable and highly flexible to meet the needs of External Wholesalers and Executive Benefits 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. Must be able to travel throughout the continental US for internal and external meetings. Trips may last as long as 5 days, and maybe as frequent as 3 weeks per month.

Education & Experience Required

Bachelor's degree preferred or equivalent work experience.

Certifications, Licenses, Registrations Required

FINRA SIE, Series 6, Series 63, and Life license.

Employee Benefits :

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work / life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include 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.

Accommodations for Applicants with a Disability :

If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.