Life Insurance Internal Wholesaler Annuities and Medicare

Job Summary:

Provide case design support to Financial Advisors .  Create and identify sales opportunities through web-ex presentations and outbound calls. Assist Financial Advisors with protection insurance business by providing quotes, carrier selection, sales ideas and marketing materials. Collaborate with internal partners to get the Financial Advisors’ insurance business placed and paid as quickly as possible while building and maintaining long, productive relationships.

Key Responsibilities:  

Create, uncover, and identify sales opportunities through consistent proactive and regular communication to financial advisors and branch managers

Schedule and execute meaningful web-ex presentations to drive Financial Advisor engagement

Coordinate sales support activity with Advanced Marketing in order to provide information, benefit summaries, quotes, and application materials to Financial Advisors to assist in their protection insurance sales process

Assist Financial Advisors in identifying new sales opportunities, prepare proposal materials, and run protection insurance product illustrations

Utilizing acquired knowledge of all protection insurance products and services offered and approved including plan features, compliance requirements, rates, underwriting requirements, and competitive positioning to provide guidance to the Financial Advisors

Requirements:

Associates degree or 2 years of college education preferred

Possess an ability to learn and understand with ability to explain wealth transfer and estate planning concepts and how they relate to protection insurance sales

Possess an excellent ability to understand the life insurance sales process

Current Life, Accident & Health License required (or ability to obtain) IT and computer systems skills (Microsoft Office, Life Carrier-based illustration and agent support programs, keyboarding skills, and ability to work with multiple screens and applications simultaneously

At SterlingBridge, we recruit individuals who fit our culture and values. The atmosphere is fun, friendly but with a high degree of professionalism. We respect our colleagues, customers and business partners. It is a challenging, dynamic and energized environment, with opportunities for personal and professional growth. If you are open-minded, driven and quick to learn we want to speak to you.

Required skills for success: Ability to establish rapport with FAs while creating, uncovering, and identifying sales opportunities through consistent proactive and regular communication to FAs. 

Apply now and come grow within our life insurance solution center!

SterlingBridge offers more than a half-century of insurance industry know-how, insurtech leadership, and a "We're On It" spirit. We understand insurance agents, customers, and the tools they need to thrive.

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