5h ago
Internal Wholesaler, Life
Remote
โจ $50k-$70k / yearest.
full-timemid Remote
๐ Tech Stack
๐ผ 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.
๐ฏ 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
๐ 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
โจ Nice to Have
- Life and annuity license
- Knowledge of life insurance marketplace and IMO distribution
๐ Benefits & Perks
- ๐ Remote work flexibility
- ๐๏ธ Employee-centric hybrid environment
- ๐ Top Workplace recognition
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Recruiter Phone Screenยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Offerยท 1 week
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