Sr Internal Wholesaler

About the role

Join Protective and contribute to a mission that touches millions of lives by providing financial security. This role supports our sales efforts, helping individuals and families gain peace of mind through our protection solutions.

Key facts

What you'll do

• Engage with financial advisors to present and promote Protective's life insurance products.
• Build and maintain strong relationships with a dedicated territory of financial professionals.
• Drive sales growth by understanding client needs and aligning them with appropriate product offerings.
• Provide product expertise and support to advisors, answering questions and resolving inquiries.
• Collaborate with external wholesalers to achieve territory sales objectives.

Requirements

• Bachelor's degree in Business, Finance, or a related field.
• 3-5 years of experience in internal wholesaling, preferably within the life insurance industry.
• Proven track record of meeting or exceeding sales targets.
• Strong understanding of life insurance products and financial planning concepts.
• Excellent communication, interpersonal, and presentation skills.

Nice to have

• FINRA Series 6 and 63 licenses.

Skills & tools

• CRM software proficiency.
• Microsoft Office Suite (Word, Excel, PowerPoint).
• Familiarity with financial planning software.

Practical notes

Protective is an equal opportunity employer. Accommodations for applicants with disabilities during the application and recruitment process can be requested by emailing eric.hess@protective.com. This email is for accommodation requests only.