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Internal Wholesaler

Foresters Financial Services, Inc. -
Remote

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Job Details

Full-time

Qualifications

Financial sales
Customer relationship building
Phone communication
Client relationship development
Customer relationship management
Client interaction via phone calls

Full Job Description

Career Opportunity

Role Title

Internal Wholesaler

Purpose of role

The Internal Wholesaler's primary function is to drive sales of Foresters Financial life and annuity products across multiple distribution channels via inbound calls. This role is heavily focused on taking inbound calls from agents inquiring about Foresters’ product offerings and overall, the company’s value proposition.

The position requires an extremely motivated, ambitious and competitive person who works well in a fast-paced sales environment.

Job Description

Key Responsibilities

Provide sales and marketing support of Foresters Financial products across all business lines to drive sales
Educate and sell the benefits of Foresters Financial products and Member Benefits
Work with agents to identify client needs and recommend product offerings and marketing strategies
Actively participate in ongoing professional development and training
Provide high level of sales support in answering customer inquiries and solving customer challenges
Use selling skills to convert opportunities to sales
Support and execute on all sales & marketing initiatives and corporate strategies as set by management
Expected to meet all core call related metrics as set forth by management
Utilize systems, technology and tools to track activities and profile agent data in effort to expand reach of product distribution
Develop and enhance personal industry and product knowledge to effectively communicate and build credibility with agents
Maintain a proactive and supportive relationship with sales, marketing, operations teams, and all internal partners
Provide daily/weekly feedback on sales related activity
Represent Foresters in a professional manner to all internal/external customers both on the telephone and through attendance at selected events
Make sound business decisions in terms of prioritizing and managing workload to ensure completion
Adhere to the rules and practices set forth by Compliance

Key Qualifications

Education (minimum required): Bachelor’s degree or equivalent work experience
Experience (minimum required): A minimum of one year experience in a sales profession or financial services industry
Knowledge of life and annuity insurance products and services preferred
Strong sales ability along with effective telephone and customer relationship building skills
Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
Top notch phone etiquette and excellent interpersonal communication skills both verbal and written required
Ability to organize and communicate complex information while navigating multiple systems in order to meet customer expectations
Strong results-oriented focus, strong work ethic and positive attitude
Well-developed problem solving and analytical skills, and the ability to absorb and diffuse customer emotions
Demonstrates initiative, creativity and resourcefulness
Bilingualism (Spanish) is a plus but not required

#LI-Remote

Hours of Operation:

The role requires working hours between 8:00am and 5:00pm (CST), Monday to Friday. Hours of operation could change and require flexibility. Flexibility regarding hours of work is required due to changing conditions, call volumes and business needs.

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [email protected] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

Apply Now

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