Internal Wholesaler II

About the role

This position supports the sales organization by collaborating with External Wholesalers to manage and grow specific geographic territories. You will focus on building relationships with representatives primarily through phone and email to increase the revenue of Protective products.

Key facts

What you'll do

• Conduct daily proactive sales calls to identify new business, manage campaigns, and follow up on meetings.
• Maintain and grow relationships with existing producers to ensure repeat business.
• Prospect for new leads and transition qualified opportunities to External Wholesalers.
• Educate representatives on product features, benefits, and competitive positioning.
• Manage sales opportunities through the pipeline with consistent follow-up.
• Partner with External Wholesalers to design and implement territory growth strategies.
• Document all sales activity and representative profiles within internal databases.
• Run sales campaigns using company systems to generate and track leads.

Requirements

• Hold active Series 6, Series 63, SIE, and Life licenses.
• Bachelor degree or equivalent work experience.
• Professional verbal and written communication skills.
• Ability to manage multiple tasks in a fast-paced environment with high attention to detail.
• Adaptability to changing industry needs and territory requirements.
• Competitive drive and self-starting work ethic.

Nice to have

• Prior experience in insurance or investment sales.

Skills & tools

• Internal sales databases
• Sales campaign management systems
• Product education and competitive analysis

Practical notes

• Benefits include health, dental, vision, mental health support, and an employee assistance program.
• Financial benefits include a pension plan, 401(k) with company match, and contributions to healthcare accounts.
• Paid time off includes parental leave, short-term disability, and a cultural observance day.
• Employees may earn cash rewards through the ProHealth Rewards platform.
• Applicants with disabilities requiring accommodations during the recruitment process may contact eric.hess@protective.com.