Guardian is looking for an Executive Benefits Internal Wholesaler to drive the growth of our Executive Benefits platform, which includes disability and life insurance products. You will act as a critical sales partner to external wholesalers, providing product expertise, strategic sales support, and relationship management.
What You'll Do
- Develop an in-depth understanding of our products, features, and competitive advantages.
- Stay current with industry trends, regulations, and market conditions related to client solutions.
- Provide sales support to external wholesalers and financial advisors by assisting with product presentation preparation and addressing inquiries.
- Assist with sales strategies, case design, and proposal development.
- Establish and cultivate strong relationships with financial advisors, brokers, and other key partners.
- Act as a trusted resource by providing guidance, resolving issues, and delivering exceptional customer service.
- Collaborate with internal teams like underwriting, Business Resource Center, Operations, and Marketing to ensure seamless communication and coordination.
- Maintain awareness of product development initiatives as well as enrollment and implementation strategies.
- 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.
- Use systems and tools to track sales activities, manage quotes, and monitor sales campaign progress.
- Prepare regular reports and updates for management highlighting sales performance, trends, and opportunities.
- Work with account managers to coordinate key renewal dates and marketplace delivery for existing customers.
- Assist with communication between account managers, the producer, the client, and the external wholesaler for inforce business.
What We're Looking For
- A Bachelor's degree.
- Proven experience in the insurance industry.
- Strong knowledge of life products and executive DI solutions, underwriting guidelines, and industry regulations.
- Excellent interpersonal and communication skills.
- A 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.
Technical Stack
- CRM systems
- Microsoft Office Suite
- Sales-related tools
Team & Environment
You will be part of a dynamic sales team, partnering closely with external wholesalers.
Benefits & Compensation
- Competitive salary
- Performance-based incentives
- Comprehensive benefits package
- Opportunities for career advancement
- Compensation Range: $60,000 - $67,500
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.
