Top 2 External wholesaler Jobs in Irvine, Ca

Regional Vice President
Western & Southern Financial Group —Orange, CA
- $80,000 a year
- Extended hours
- Office
- Analysis skills
- Driver's License
SSA Sr Internal Sales Assoc
Pacific Life Insurance Company —Newport Beach, CA
- $93,600 - $114,400 a year
- Full-time
- Marketing
- 5 years
- Office
- Paid parental leave
- Paid holidays
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2d

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SSA Sr Internal Sales Assoc
Pacific Life Insurance Company —Newport Beach, CA
If candidate does not have an active life license, they will be required to complete requirements within six months of hire. Life insurance in resident state.
$93,600 - $114,400 a year
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Regional Vice President

Western & Southern Financial Group -
Orange, CA

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Job Details

Full-time
$80,000 a year

Qualifications

Computer operation
Sales analytics & reporting tools
Life insurance knowledge
Driver's License
Financial product expertise
Desktop applications
Annuities
Data interpretation
Relationship management
Corporate sales environment
Life insurance sales
CRM system proficiency
Productivity software
Insurance sales
Sales automation technologies
Wholesale sales environment

Full Job Description

Overview:

Primarily responsible for recruiting Brokerage General Agencies (BGAs), Producing General Agents/Agencies (PGAs), and related producers in conjunction with duties of Recruiting Coordinator. Serves as the product/marketing subject matter expert, trainer and knowledge dispenser to the region including BGAs, PGAs, Internal Marketers, Producers and sub-producers. . Achieves life and annuity sales results in assigned territory, working closely with the Internal Wholesalers (IWS). Focuses on sales and productivity results of new and existing producers. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.

Responsibilities:

What you will do:

Recruits new BGAs, PGAs, and Agencies in assigned territory in conjunction with the duties of the Recruiting Coordinator developing an effective team approach to region recruiting.
Provides orientation, product training and direct sales support to new and existing BGAs, PGAs and producers in assigned territory or as directed when needed.
Works closely with the Internal Wholesaler to solicit and promote the sale of all Columbus Life products with new and existing agencies and producers.
Develops close coordination and working relationship with Recruiting Coordinator and Internal Wholesaler in executing field activities.
Makes proactive outbound support calls to BGAs, PGAs, Producers and sub-producers. Includes follow-up on sales calls, identifying new sales opportunities and promoting new and existing products.
Makes reactive outbound support calls to region producers. Includes following up on sales calls and answering in-depth and moderately complex questions on products.
Develops and utilizes advanced product and operational procedure knowledge. Product knowledge includes all CLIC products, embedded sales-driven features, product introductions and enhancements/updates. Operational procedures knowledge includes new business submissions, underwriting and issue procedures, commissions and product availability.
Offers input to CLIC on ways to improve product sales and service. Maintains a high level of awareness of competitors and shares timely information with Internal Wholesaler, Recruiting Coordinator and home office staff on competitors' products and industry trends.
Participates in the interview process for hiring Recruiting Coordinator, Internal and/or External Wholesalers when requested.
Manages expenses prudently within assigned expense parameters.
Provides regional recruiting, sales, activity and expense reports to management.
Keeps up with the trends in our business, networking and being aware of our competitors' strategies and major operational initiatives.
Develops and executes strategic initiatives in our operation to give us a competitive edge.
Performs other duties as assigned.
Complies with all policies and standards.

Qualifications:

Bachelor's Degree In business or related field or commensurate industry experience. - Required
Demonstrated wholesaling experience (internal or external) or related sales support experience in the large agency and independent producer space. - Required
CFP, CLU and ChFC or commensurate industry experience. - Required
Proven advanced knowledge of fixed and fixed indexed life insurance and annuity products. - Required
Proven knowledge of advanced sales and marketing concepts. - Preferred
Demonstrated ability to team effectively with multiple home office areas including underwriting, new business and related teams for region-level sales and service outcomes. - Required
Cite examples of effective negotiating and problem-solving skills. - Required
Demonstrated strong verbal and written communication skills, including presentation skills. - Required
Cite examples of achieving results while working under pressure with high-volume workloads and deadlines. - Required
Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required
Cite examples demonstrating effectiveness in grasping new concepts and procedures. - Required
Must be able to cite examples of self-motivation and experience working under limited supervision. - Required
Working knowledge of Microsoft Office applications. - Required
Working knowledge of producer portal, mobile capabilities and product illustration software. - Required
Dedicated use of CRM platform for region management, sales and marketing, reporting and related functions. - Required
DL NUMBER - Driver License, Valid and in State Valid driver's license and satisfactory driving record. Upon Hire - Required
Maintain appropriate vehicle insurance. Upon Hire - Required

Work Setting/Position Demands:

This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Extended hours required during peak workloads or special projects/events.

Travel Requirements:

Ability to drive personal vehicle over relatively large geography which will include daily and overnight travel up to 50-75%

Note: Posted Hiring Salary Range: The salary ranges posted reflect our targeted base pay hiring range for the position. The final determination on base pay for any position will be determined based on multiple factors to ensure pay equity within the organization. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives whereby total compensation may exceed base salary depending on individual performance.

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external wholesaler jobs in irvine, ca

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