Internal Wholesaler: Life, Ltc And Di

Chartwell Investment Partners

Base salary included; + compensation may include c...
Hybrid
Life, disability, and ltc insurance knowledge
Winflex and ensight illustration software proficiency
Proactive sales support and appointment scheduling
The role involves supporting external wholesalers by providing comprehensive assistance with life, disability, and long-term care insurance products

Job Summary

  • The role involves supporting external wholesalers by providing comprehensive assistance with life, disability, and long-term care insurance products.
  • Candidates will be responsible for running detailed insurance illustrations, organizing marketing campaigns, and proactively growing advisor adoption in the region.
  • The position offers a competitive compensation package including base salary, potential bonuses, and a comprehensive benefits suite covering medical, dental, vision, and retirement savings.

Matching Summary

The role involves supporting external wholesalers by providing comprehensive assistance with life, disability, and long-term care insurance products.

Salary

Base salary included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Life, Disability, and LTC insurance knowledge
  • Winflex and Ensight illustration software proficiency
  • Proactive sales support and appointment scheduling
  • Strong organizational skills for multiple tasks

Nice-to-have

  • Self-starter with high self-confidence
  • Ability to work independently and collaboratively
  • Experience in financial services industry
  • Comfortable in a fast-paced sales environment

Key Requirements

  • Associate's Degree or equivalent experience
  • 3 to 10 years of related insurance experience
  • Life and Health (2-15) license within 3 months
  • SIE and Series 7 License preferred or within 9 months

Work Rights

Not specified

Tailored Resume

Cover Letter