The Internal Wholesaler will partner with our Brokerage Sales Consultant to directly impact the sales efforts. The effective candidate will support business and administrative functions for the Sales Consultants; make proactive sales calls, respond to inbound service and sales-related calls, identify sales opportunities, execute marketing activities, provide product information, and maintain system records about interactions and data on current and proposed sales activities. Must have the ability to work in a fast-paced environment and execute tasks in a timely and professional manner.
Responsibilities:
Become proficient in our product portfolio
Assisting the Brokerage Sales Consultant with sales activities and calls
Prepare illustrations for client presentations
Emphasize the features of products to highlight how they solve customer problems
Develop knowledge of insurance carriers and their products
Advancement: The successful Employee will transition to a Brokerage Sales Consultant
Identify and recruit new customers
Present new sales ideas and generate sales within our client base.
Time management skills to maintain “in the office” and “on the road” responsibilities
Maintaining high-level relationships with our existing customers
Education and Experience:
College Degree
Previous experience in insurance, wealth management, or financial services a plus
Life & Health Insurance License a plus - will be required within 1 year of starting
Competencies:
Excellent verbal and written communication skills
Ability to multi-task with attention to detail ensuring speed and accuracy
Ability to work independently and within a team environment
Proven computer skills including working knowledge of MS Outlook, Excel, PowerPoint, and Word.
Employment Type:
Full-Time
Flexible hours
Hybrid availability after completion of training
Benefits Offered:
Medical insurance
401k
Vacation/sick time
3 Personal days/ 2 floating Holidays
12 paid holidays
Life insurance
Dental insurance
Vision insurance
Industry Specific Education Reimbursement
Flexible work hours
Summer hours
Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $45,000 to $50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
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Department Sales Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalentHUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at
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