5h ago

Internal Wholesaler, Life

Remote

โœจ $50k-$70k / yearest.

full-timemid Remote

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll provide best-in-class phone and web-based support for agents and IMO marketers on case design, product questions, and illustration software. Your core impact is driving Life sales through proactive outbound campaigns. This role offers a flexible remote work environment within a top-rated insurance company.

๐ŸŽฏ What You'll Do

  • Manage high-volume inbound calls and emails for sales support
  • Initiate proactive sales initiatives aligned with Life objectives
  • Train agents on illustration software and website use
  • Identify and communicate new sales opportunities

๐Ÿ“‹ Requirements

  • 3-5 years of professional work experience in customer service or sales support
  • Life insurance product sales support experience preferred
  • Advanced knowledge of MS Office (Word, Excel, PowerPoint)
  • Technologically proficient with Salesforce CRM preferred

โœจ Nice to Have

  • Life and annuity license
  • Knowledge of life insurance marketplace and IMO distribution

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Remote work flexibility
  • ๐Ÿ–๏ธ Employee-centric hybrid environment
  • ๐Ÿ“ˆ Top Workplace recognition

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Recruiter Phone Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Offerยท 1 week
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