Internal Wholesaler

Foresters Financial•Bloomington, MN

2d•Remote

About The Position

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.

Requirements

Bachelor’s degree or equivalent work experience
A minimum of one year experience in a sales profession or financial services industry
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

Nice To Haves

Knowledge of life and annuity insurance products and services preferred
Bilingualism (Spanish) is a plus but not required

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
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