life internal wholesaler / sales.

g the existing relationships, and delivering organizational assistance to enhance the volume of production. A successful internal wholesaler has an entrepreneurial spirit with a sense of urgency and attention to detail that is always focused on doing the right thing for the customer. The IW provides proactive and consultative support while coordinating administrative activity on leads, opportunities, case design and potential new business. This position requires you to be an expert on products, carriers, competition, and the regulatory environment. Will require you to form relationships with producers, prospects and insurance carriers.

Responsibilities:
Conduct all business transactions with the highest ethical and moral compass, believe in holding the clients' interest above all else and in accordance with Group values of service excellence.
Establish credibility and build rapport with key producers by providing best in class service while assisting advisors in selecting the carriers and products that will best meet their clients' needs.
Use proprietary and third-party software solutions to produce life insurance illustrations, revisions and sales presentations that are both timely and accurate.
Follow up with stakeholders to determine if illustrations meet their needs and inquire about additional opportunities.
Proactively make outbound calls to educate the field as well as potential and existing producers on new products, niche opportunities, case design solutions, marketing ideas, and advanced sales concepts that will help them grow sales.
Maintain knowledge of the life insurance product landscape as it pertains to product competitiveness, basic sales concepts, field underwriting, carrier illustration software, marketing resources, and sales ideas.
Analyze in-force details including status, conversion credits, current values, premium schedule, etc. to describe the current disposition of a policy and present alternative solutions.

Working hours: 8:00 AM - 5:00 PM

Skills:
Three (3) years of experience wholesaling or selling annuities.
FINRA, Series 6/7 and 63 Registration.
Industry designations, including FLMI, CLTC, CLU, CHFC, and CFP.
Experience with multi-carrier product and planning knowledge with life insurance.

Education:
Bachelors

Experience:
4-7 years

Qualifications:
Bachelor's degree from a four-year college or university with a concentration in finance, insurance, business or an equivalency of education and experience.
Two or more years of sales experience in the annuity environment.
Licensed for Life Insurance.
Ability to understand insurance operations, products, and concepts and apply marketing strategies and systems.
Deep knowledge of annuity products and general knowledge of financial services industry.
Proven ability to properly position and sell financial products.
Ability to effectively communicate with agents, end clients (when requested), office staff, carrier executives and be effective in a team environment.
Ability to work efficiently, set priorities, and manage multiple tasks and deadlines in fast-paced environment while maintaining attention to detail.
Excellent communication, writing, grammar and editing skills.
Must be well organized, energetic, and a follow-through professional.
Possess excellent computer skills and experience with the Microsoft suite of products and the Internet.
Ability to work with sensitive information and must maintain strict confidentiality.


Base pay $4

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).

For certain assignments, Covid-19 vaccination and/or testing may be required by Spherion's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Spherion representative for more information.