Wholesaler

Crump•Remote, PA, UT

1d•Remote

About The Position

The Wholesaler - Edward Jones Channel serves as a consultative insurance sales professional responsible for driving life insurance sales growth, advisor engagement, and business development within assigned Edward Jones territories. This role proactively creates opportunities, influences advisor behavior, leads planning conversations, and manages opportunities from discovery through policy placement. Position is totally remote work from home.

Requirements

Bachelor's degree or equivalent experience
Minimum 3 years successful life insurance sales experience
Active Life and Health Insurance License
Demonstrated sales success and quota attainment
Strong understanding of insurance planning concepts

Nice To Haves

Internal wholesaling or Insurance Strategist experience
FINRA registrations preferred
Experience supporting financial advisors or Edward Jones distribution

Responsibilities

Proactively drive insurance sales opportunities within assigned Edward Jones territories.
Build and deepen relationships with financial advisors to increase insurance awareness, activity, and production.
Lead client and advisor discovery conversations to identify insurance planning opportunities.
Own opportunities from initial identification through application, underwriting, and placement.
Achieve advisor activation, pipeline progression, revenue growth, and production goals.
Partner with internal teams to execute and place business efficiently.
Maintain CRM records and sales activity metrics.