Internal Wholesaler: Life, Ltc And Di

Raymond James

Remote
Remote
Run insurance illustrations
Present sales ideas
Proactive calls
Raymond James is seeking an Internal Wholesaler to support external wholesalers in selling life, long-term care, and disability insurance remotely. The role involves running illustrations, scheduling appointments, and assisting in marketing campaigns to grow advisor adoption in the assigned region

Job Summary

  • Will support an external wholesaler in defined states and inside a defined region alongside a team of other internal wholesalers.
  • Will use their skills to assist external wholesaler in providing support for life insurance, disability insurance and long term care insurance for advisors in the territory.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 85

Raymond James is seeking an Internal Wholesaler to support external wholesalers in selling life, long-term care, and disability insurance remotely. The role involves running illustrations, scheduling appointments, and assisting in marketing campaigns to grow advisor adoption in the assigned region.

Skills & Requirements

Must-have

  • Run insurance illustrations
  • Present sales ideas
  • Proactive calls
  • Advisor adoption growth
  • Phone and email support

Nice-to-have

  • Client-first approach
  • Independent and collaborative work
  • Self-starter mentality
  • High self-confidence
  • Professional representation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter