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Annuity Sales REMOTE Internal Wholesaler

Company: SterlingBridge
Location: Worcester
Posted on: September 24, 2022

Job Description:

Provide Internal Wholesaler case design support to Insurance Brokers writing insurance business. Create and identify sales opportunities through inbound and outbound calls. Assist Insurance Brokers by providing quotes, carrier selection, sales ideas and marketing materials. Collaborate with internal partners to get Insurance Brokers insurance business placed and paid as quickly as possible while building and maintaining long and productive relationships.
Qualifications: Education/Experience/Skills/Abilities:

  • Associates degree or 2 years of college education
  • 3-5+ years of sales or broker customer service experience
  • 3+ years Life insurance Experience
  • Current Life, Accident & Health License in Resident State required or ability to obtain within 90 days
  • IT and computer systems skills including:
  • Life Carrier-based illustration and agent support programs
  • Sales Contact/Tracking Database to identify opportunities and track sales
  • Microsoft Office: Word, Excel, Power Point
  • Ability to keyboard using a PC Windows based environment proficiently, accurately with sufficient speed to maintain /process all broker/prospects/client information
  • Ability to quickly learn the company CRM system
  • Ability to work with multiple applications simultaneously
  • Analytical skills
  • Knowledge of permanent life insurance
  • Ability to calculate/formulate correct premium levels
  • Compile data and present it in spreadsheet format
  • Excellent verbal skills to insure clear communication with Insurance Brokers and prospective clients.
  • Effective time management in providing quick and timely turnaround on all requests
  • Presentation skills (both ability to create and to deliver product presentations in a professional manner)
  • Ability to maintain consistent activity initiative in order to obtain sales targets PM17

Keywords: SterlingBridge, Worcester , Annuity Sales REMOTE Internal Wholesaler, Other , Worcester, Massachusetts

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