Multi-Life Disability and Life Internal Wholesaler

10 Minutes ago • 3 Years + • $60,000 PA - $67,500 PA
Sales

Job Description

We are seeking a highly motivated and knowledgeable individual for the position of Multi-Life Disability and Life Internal Wholesaler. As part of our dynamic sales team, you will play a crucial role in driving the growth of our multi-life disability and life insurance products. This position requires a deep understanding of the product, strong communication skills, critical thinking, and the ability to build and maintain relationships with financial advisors, brokers, and home office partners along with your external wholesalers. You will develop an in-depth understanding of MultiLife products, provide sales support to external wholesalers, establish strong relationships with financial advisors, and collaborate with internal teams.
Must Have:
  • Develop an in-depth understanding of MultiLife products, their features, and competitive advantages.
  • Stay up to date with industry trends, regulations, and market conditions.
  • Provide sales support to external wholesalers and financial advisors/brokers.
  • Assist with product presentation preparation, and address inquiries related to MultiLife.
  • Assist with sales strategies, case design, and proposal development.
  • Establish and cultivate strong relationships with financial advisors, brokers, and all key partners.
  • Act as a trusted resource by providing guidance, resolving issues, and delivering exceptional customer service.
  • Collaborate with internal teams, such as underwriting, Business Resource Center, Operations, and Marketing.
  • Identify and prospect potential clients for multi-life solutions.
  • Collaborate with external wholesalers to develop and implement strategic sales plans.
  • Use systems and tools to track sales activities, manage quotes, and monitor sales campaigns.
  • Prepare regular reports and updates for management.
  • Work with MultiLife inforce account managers to help coordinate key renewal dates and marketplace delivery.
  • Assist with communication between account managers, the producer, the client, and the external wholesaler as needed.
  • Bachelor's degree required.
  • Minimum of 3 years of experience in the insurance industry, preferably in a sales or wholesaling role focused on disability insurance and or life insurance.
  • 2+ years of management experience.
  • Strong knowledge of multi-life insurance products, underwriting guidelines, and industry regulations.
  • Excellent interpersonal and communication skills.
  • Proven track record of building and maintaining relationships with financial advisors, brokers, and key partners.
Perks:
  • Support and flexibility to achieve professional and personal goals.
  • Skill-building opportunities.
  • Leadership development opportunities.
  • Philanthropic opportunities.
  • Opportunities to build communities.
  • Surrounded by diverse colleagues with high ethical standards.
  • Contemporary, supportive, flexible, and inclusive benefits and resources.

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Multi-Life Disability and Life Internal Wholesaler

We are seeking a highly motivated and knowledgeable individual for the position of Multi-Life Disability and Life Internal Wholesaler. As part of our dynamic sales team, you will play a crucial role in driving the growth of our multi-life disability and life insurance products. This position requires a deep understanding of the product, strong communication skills, critical thinking, and the ability to build and maintain relationships with financial advisors, brokers, and home office partners along with your external wholesalers.

You will

  • Develop an in-depth understanding of our MultiLife products, their features, and their competitive advantages.
  • Stay up to date with industry trends, regulations, and market conditions related to our client solutions.
  • Provide sales support to external wholesalers and financial advisors/brokers by assisting with product presentation preparation, and addressing inquiries related to MultiLife, Assist with sales strategies, case design, and proposal development.
  • Establish and cultivate strong relationships with financial advisors, brokers, and all key partners.
  • Act as a trusted resource by providing guidance, resolving issues, and delivering exceptional customer service.
  • Collaborate with internal teams, such as underwriting, our Business Resource Center, Operations, and Marketing, to ensure seamless communication and effective coordination.
  • Identify and prospect potential clients for multi-life solutions. Collaborate with external wholesalers to develop and implement strategic sales plans, targeting specific markets and segments. Sales Tracking and Reporting: Use our systems and other tools to track sales activities, manage quotes, and monitor the progress of sales campaigns.
  • Prepare regular reports and updates for management, highlighting sales performance, trends, and opportunities for improvement.
  • Work with MultiLife inforce account managers to help coordinate key renewal dates and marketplace delivery for our existing customers.
  • Regarding our inforce block of business, the internal wholesaler will assist with communication between account managers, the producer, the client, and the external wholesaler as needed.

You have

  • Bachelor's degree required.
  • Minimum of 3 years of experience in the insurance industry, preferably in a sales or wholesaling role focused on disability insurance and or life insurance.
  • 2+ years of management experience
  • Strong knowledge of multi-life insurance products, underwriting guidelines, and industry regulations.
  • Excellent interpersonal and communication skills, with the ability to effectively serve our key partners, solve problems, and anticipate issues that may negatively impact our key partners and clients.
  • Proven track record of building and maintaining relationships with financial advisors, brokers, and key partners.

Salary Range:

$60,000 - $67,500

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits

. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

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.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com

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Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

About Guardian

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com

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