Internal Wholesaler

Responsibilities

• Grow and manage a consistent new business pipeline through relationship building and prospecting
• Establish and grow strong relationships with existing strategic accounts
• Provide product analysis, illustration, and case design as a subject matter expert
• Independently develop dormant agencies and agents
• Recommend new products and features based on account needs and market goals
• Collaborate on account-specific strategies and marketing plans
• Onboard and educate new agents on products and processes
• Maintain communication with internal groups regarding policy and agent activity

Requirements

• Bilingual in English and Mandarin
• 1-3 years of industry experience in life and annuity products
• Industry certifications such as CLU, CFP, or ChFC
• Ability to drive growth and market share for assigned accounts
• Strong verbal and written communication skills
• Ability to work independently in a fast-paced sales environment

Preferred Qualifications

• Understanding of compliance and regulatory standards for life and annuity products

About the Company

National Life Group is one of America’s fastest-growing insurance companies. Since 1848, they have provided families with stability and peace of mind through insurance and annuity policies.