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Internal Wholesaler - Columbus Life

Posted: 08/29/2022

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Summary of Responsibilities:

Provides a broad range of sales, marketing, technical and operations support to producers and registered representatives of B/D in assigned territory. Works with paired field members of Distribution Support Team (DST) to provide services in assigned territory and supports other regions as needed. Focuses on sustaining and enhancing relationships with producers and registered representatives. Utilizes extensive in-depth product information to answer questions from the field. Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager on a regular basis.

Position Responsibilities:

  • Provides sales and product support to producers, registered representatives of B/D and field members of DST.
  • Develops close coordination and working relationship with External Wholesaler in executing and scheduling field activities.
  • Answers inbound calls and makes proactive support calls to producers and registered representatives of B/D. Follows up on sales calls, identifies new sales opportunities and promotes new and existing products.
  • Answers inbound calls and makes reactive support calls to producers and registered representatives of B/D. These include following up on sales calls and answering questions on products.
  • Develops and utilizes advanced product and operational procedure knowledge. Product knowledge includes CLIC fixed and variable products and their imbedded features; product introductions and enhancements/
  • updates.
  • Participates in product, systems, sales presentations and phone training for all Internal Wholesalers.
  • Participates in a variety of other sales support functions, including telemarketing efforts, written communications, sales presentations and special projects.
  • Performs other duties assigned by management.

Selection Criteria:

  • Proven sales or customer service experience in the financial services or related industry.
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective solutions.
  • Must provide examples of effectively presenting information to individuals at all levels.
  • Possesses and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.
  • Must be able to cite examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. Provide examples of strong negotiating skills to resolve problems.
  • Cite examples of self-motivation and experience working under limited supervision.
  • Cite examples where they have effectively demonstrated teamwork and how it impacted their job.
  • Bachelor’s degree in business or related field or commensurate selection criteria experience.

Computer skills and knowledge of hardware & software required:

  • Proficient in Microsoft Office Suite and use of Internet.

Certifications & licenses (i.e. Series 6 & 63, CPA, etc.):

  • Life/Health insurance license within 6 months of employment.

Position Demands:

  • Extended hours required during peak workloads or special projects.
  • Must have flexible schedule with at least one late day per week.
  • Some travel required (one week per quarter).

Educational Requirements:

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