Life - Internal Wholesaler
National Life Insurance Company - Montpelier, VT

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National Life Group currently has an opening for an enthusiastic and outgoing sales professional looking to take their first step down the exciting career path towards wholesaling through our Field Leadership Program. Be a part of an inclusive, collaborative culture that rewards you for your contributions. As an internal wholesaler you will be dedicated to helping drive and support agent sales of our life and annuity products. You will provide inbound call support, drive marketing campaigns, provide training & sales assistance, and follow-up on case designs.

Key Responsibilities:
  • Provide primary sales and marketing support for a strategic account and/or external wholesaler
  • Help develop and assist in executing wholesaling business plans
  • Promote life and annuity products through a variety of campaigns and mediums in order to increase sales
  • Pro-actively contact, screen and qualify appointed life & annuity insurance agents to determine sales opportunities
  • Manage a high volume of inbound calls
  • Create and execute effective outbound call campaigns
  • Conduct agent training sessions, via WebEx, home office visits or in field travel
  • On-boarding newly appointed agents
  • Capture all activity and agent profile information into
  • Perform other duties as required
  • 1-3 years financial services experience
  • 3+ years successful sales experience
  • Demonstrated experience in providing excellent customer service
  • Strong presentation skills
  • Excellent communication skills
  • Ability to adapt to the interests of the audience
  • Interpersonal Flexibility
  • Broad knowledge of capital markets
  • At least 15% travel required
  • Knowledge of general life underwriting guidelines
  • Previous experience with life and/or annuity illustration software
  • experience (preferred)
  • Bachelor’s degree (preferred)
  • Life and Health Licensed (preferred)
  • CLU, ChFC, CFP designations (preferred)
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.


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Some people look to the Southwest as a potential retirement spot; others look to the Southwest as a means to get to their retirement spot....