Internal Wholesaler

AmeriLife
Any Location, MN
Category Insurance
Job Description
Support Sterling Bridge distribution segment by proactively managing assigned region(s) and account(s) in achieving regional and company sales goals. Initiate marketing campaigns and maintain relationships with assigned advisors and support key distribution relationships.

Requirements

  • 3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance.
  • Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred.
  • Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning.
  • Experience in using CRM systems to log advisor data, activity, and other pertinent information.
  • Series 6 or 7, Series 63, and appropriate life insurance licenses required.
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