Internal Wholesaler jobs in New York
Recently Added Internal Wholesaler jobs
Executive Benefits Internal Wholesaler
- The Guardian Life Insurance Company of America
-
New York, NY
FULL_TIME
- We are seeking a highly motivated and knowledgeable individual for the position of Executive Benefits Internal Wholesaler. As part of our dynamic sales team, you will play a crucial role in driving the growth of our Executive Benefits platform disability and life insurance products. This position requires a deep understanding of product, strong communication skills, critical thinking, and the ability to build and maintain relationships with financial advisors, brokers, and home office partners along with your external wholesalers. Join our team and contribute to the growth and success of our multi-life business! This is not an administrative assistant role rather this is a sales partner position with the external wholesalers. This role offers a competitive salary, performance-based incentives, comprehensive benefits package, and opportunities for career advancement within our organization. Our team is committed to the Guardian ways of working to inspire wellbeing. You will Expert Product Knowledge: Develop an in-depth understanding of our products, their features, and their competitive advantages. Stay up to date with industry trends, regulations, and market conditions related to our client solutions. Sales Support: Provide sales support to external wholesalers and financial advisors/brokers by assisting with product presentation preparation, and addressing inquiries related to Executive Benefits Assist with sales strategies, case design, and proposal development. Relationship Building: Establish and cultivate strong relationships with financial advisors, brokers, and all key partners. Act as a trusted resource by providing guidance, resolving issues, and delivering exceptional customer service. Collaborate with internal teams, such as underwriting, our Business Resource Center, Operations, and Marketing, to ensure seamless communication and effective coordination. The role will also require an awareness of product development initiatives as well as enrollment and implementation strategies. Prospecting, Business Development: Identify and prospect potential clients for Executive Benefit solutions. Collaborate with external wholesalers to develop and implement strategic sales plans, targeting specific markets and segments. Sales Tracking and Reporting: Use our systems and other tools to track sales activities, manage quotes, and monitor the progress of sales campaigns. Prepare regular reports and updates for management, highlighting sales performance, trends, and opportunities for improvement. Work with our account managers to help coordinate key renewal dates and marketplace delivery for our existing customers. Regarding our inforce block of business, the internal wholesaler will assist with communication between account managers, the producer, the client, and the external wholesaler as needed. You have Bachelor's degree required. Proven experience in the insurance industry, with focus on life insurance. Strong knowledge of life products and executive DI solutions, underwriting guidelines, and industry regulations. Excellent interpersonal and communication skills, with the ability to effectively serve our key partners, solve problems, and anticipate issues that may negatively impact our key partners and clients. Proven track record of building and maintaining relationships with financial advisors, brokers, and key partners. Ability to work independently, prioritize tasks, and meet deadlines in an extremely fast-paced environment. Proficiency in CRM systems, Microsoft Office Suite, and other sales-related tools. Salary Range $70,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Health Care Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits Dental plan Vision plan Health care accounts – flexible spending, health reimbursement, and health savings accounts Critical illness insurance Life and Disability Insurance Company-paid Life and Disability insurance plus voluntary supplemental coverage Accident insurance Retirement and Financial 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable Complimentary 1:1 financial guidance with a licensed Fidelity representative Time Off and Remote Work Flexible work arrangements (part in-person/part remote) Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement Personal holidays for colleagues to use in recognition of religious, cultural, or civic days Paid parental leave and paid family and medical leave policies Emotional Well-being and Work-Life Emotional well-being, mental health, and work/life resources powered by Spring Health Wellness programs, including fitness program and equipment reimbursement Child, adult, and elder back-up care support through Bright Horizons Adoption assistance College planning Tuition reimbursement Student loan assistance Commuter benefits in select metropolitan areas Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com. Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com.
- 7 Days Ago
Associate, Internal Investment Consultant (Wholesaler)
- BNYM External Career Site
-
New York, NY
FULL_TIME
- Associate, Internal Investment Consultant (Wholesaler) Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and techn...
- 1 Month Ago
ePlan Retirement Wholesaler
- Paychex
-
Rochester, NY
FULL_TIME
- OverviewWholesales ePlan services other white label products to financial advisors across the country to generate 401(k) plan sales. They use inside sales techniques wholesaling, partnering and closin...
- 4 Days Ago
Executive Business Lead
- UMT - Internal
-
Brooklyn, NY
FULL_TIME
- Who We Are We are a well-established independent agency and thriving music business, built to help ambitious brands harness the power of culture to solve their biggest challenges. As a unique mix of e...
- 8 Days Ago
Sr. Context Planner
- UMT - Internal
-
Brooklyn, NY
FULL_TIME
- Who We Are We are a well-established independent agency and thriving music business, built to help ambitious brands harness the power of culture to solve their biggest challenges. As a unique mix of e...
- 10 Days Ago
Sr. Manager, Communications
- UMT - Internal
-
Brooklyn, NY
FULL_TIME
- Who We Are UnitedMasters is building a marketplace that connects artists, brands and fans - empowering artists to earn and grow. UnitedMasters has taken the bold step of building a music distribution ...
- 15 Days Ago
Internal Wholesaler jobs at Popular Companies
Internal Wholesaler
- Global Atlantic Financial Group
-
Wayne, PA
- COMPANY OVERVIEW Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving th...
- 4/18/2024 12:00:00 AM
Internal Wholesaler
- Midland National Life Insurance Company
-
Irvine, CA
- Job Description Job Description We are the #1 Region for Midland National in the U.S., and through our unique Agent Dire...
- 4/18/2024 12:00:00 AM
DI Internal Wholesaler
- Ameritas
-
Lincoln, NE
- At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themsel...
- 4/17/2024 12:00:00 AM
Internal Wholesaler
- Annexus Group
-
Scottsdale, AZ
- Wholesaling proprietary products for the largest independent product development company in the annuity industry, the In...
- 4/17/2024 12:00:00 AM
Internal Wholesaler
- NexPoint
-
Dallas, TX
- NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differ...
- 4/17/2024 12:00:00 AM
Internal Wholesaler
- ADP
-
Florham Park, NJ
- ADP is hiring an - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspect...
- 4/14/2024 12:00:00 AM
Internal Wholesaler
- Annexus Group
-
Scottsdale, AZ
- Wholesaling proprietary products for the largest independent product development company in the annuity industry, the In...
- 4/14/2024 12:00:00 AM
Internal Wholesaler
- ADP
-
Florham Park, NJ
- ADP is hiring an Inside Sales - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents...
- 3/21/2024 12:00:00 AM
About New York
New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States.
New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean.
In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Internal Wholesaler jobs
$62,353 to $69,394
Most Popular Cities in New York for Internal Wholesaler Jobs
What does an Internal Wholesaler do?
Internal Wholesaler
Document all activity and pertinent issues in the CRM system (Salesforce) as the activity occurs ie.
March 30, 2023
Create and deliver effective sales presentations and conference calls to promote products, services and competitive advantages.
March 29, 2023
Lead projects for department initiatives to fully implement new processes, strategies, and more.
January 31, 2023
Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk.
October 11, 2022
Internal Wholesaler in Saint Petersburg, FL
Purchase of company funds with no sales charge.
April 15, 2023
Internal Wholesaler in Overland Park, KS
Handle incoming phone calls and requests for information, sales and marketing material, product analysis and problem resolution in a professional and timely manner.
April 15, 2023