External Life Wholesaler - Northeast

Guardian Life Insurance • New York, NY

3d • $90,000 - $105,000

About The Position

The External Wholesaler, Life Insurance must have the ability to develop strategies and business plans to win new client relationships while retaining and growing existing relationships. Responsible for aggressively selling Guardian’s suite of proprietary Life Insurance products to maximize territory sales and attain sales goals. Maintain heavy travel schedule within territory to conduct FR and agency meetings and presentations. From design and competitive information develop key concepts and analysis to favorably position Guardian products utilizing advanced sales when necessary. Key stakeholders include Guardian Product, Distribution, Financial Professionals, Marketing, Life Insurance specialists, Brokerage, and Sales. You will Travel to the Guardian General Agencies within assigned territory to generate business. Maintain a strong pipeline of business. Attend and present at industry conferences and regional events to generate additional interest in Guardian products. Initiate and/or follow up on sales calls, provide sales ideas, identify new sales opportunities. Track and report activity on a weekly basis. Continually monitor practices of competition and report to Head of National Sales. Generate comprehensive reports, presentations and ad hoc special projects as needed. Act as thought leader to educate and develop field force around Life Insurance solutions. Weekly travel required 60%-80%. Success Measures Meet and exceed target sales expectations. Track and improve number of productive producers within the Life Insurance space. Facilitate collaborative relationships across Guardian. You have Must be goal-oriented, focused on success. Work collaboratively with Internal Wholesaler to build and manage relationships within territory. Demonstrate a strong knowledge of the competitive landscape, financial markets, and industry related topics. Must have excellent presentation skills. Must have a deep knowledge of and experience with Life Insurance, especially whole life – minimum 5 years of wholesaling experience. Strong understanding of competitive marketplace. Proven ability to develop and grow relationships – show leadership in establishing excellent relationships with key support areas inside Guardian. Deep knowledge of business and market awareness. Must be a team player and have excellent communication, interpersonal, influence/persuasive, organizational, and presentation skills. Excellent Relationship Management/Client Relations skills. Demonstrate abilities in time management; including managing multiple projects and meeting strict deadlines.

Requirements

• Must be goal-oriented, focused on success.
• Work collaboratively with Internal Wholesaler to build and manage relationships within territory.
• Demonstrate a strong knowledge of the competitive landscape, financial markets, and industry related topics.
• Must have excellent presentation skills.
• Must have a deep knowledge of and experience with Life Insurance, especially whole life – minimum 5 years of wholesaling experience.
• Strong understanding of competitive marketplace.
• Proven ability to develop and grow relationships – show leadership in establishing excellent relationships with key support areas inside Guardian.
• Deep knowledge of business and market awareness.
• Must be a team player and have excellent communication, interpersonal, influence/persuasive, organizational, and presentation skills.
• Excellent Relationship Management/Client Relations skills.
• Demonstrate abilities in time management; including managing multiple projects and meeting strict deadlines.
• Bachelor’s degree required
• Minimum of 5+ years wholesaling

Nice To Haves

• Professional designation such as CLU, ChFC or CFP preferred.

Responsibilities

• Develop strategies and business plans to win new client relationships while retaining and growing existing relationships.
• Aggressively sell Guardian’s suite of proprietary Life Insurance products to maximize territory sales and attain sales goals.
• Maintain heavy travel schedule within territory to conduct FR and agency meetings and presentations.
• Develop key concepts and analysis to favorably position Guardian products utilizing advanced sales when necessary.
• Travel to the Guardian General Agencies within assigned territory to generate business.
• Maintain a strong pipeline of business.
• Attend and present at industry conferences and regional events to generate additional interest in Guardian products.
• Initiate and/or follow up on sales calls, provide sales ideas, identify new sales opportunities.
• Track and report activity on a weekly basis.
• Continually monitor practices of competition and report to Head of National Sales.
• Generate comprehensive reports, presentations and ad hoc special projects as needed.
• Act as thought leader to educate and develop field force around Life Insurance solutions.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees