Internal Wholesaler
Midland National Life Insurance Company
- Irvine, CA
- $27.50-45.00 per hour
- Permanent
- Full-time
- Helping People for a Living
- Competitive Pay & Benefits
- Professional Development
- Job Stability in a highly successful operation
- Using your Brain
- Part of a close-knit & motivated team
- Being appreciated for making a difference
- Maintain current and relevant knowledge of Midland National life insurance and act as an internal resource and liaison.
- Build and maintain relationships with agents and our home office partners.
- Meet with the account team to evaluate client needs and select appropriate markets.
- Provide relevant information on products, processing business, and illustration design.
- Teaching agents and financial advisors how to design cases and run illustrations.
- Manage the new business process with our agents and work with the New Business team.
- Compare and evaluate competitive quotes to win over agents and help them prepare for presentations to clients.
- Follow up on proposals and event attendees.
- Document all marketing activities in Salesforce and communicate with the team on status.
- Act in a complementary & supportive role for the Regional Sales Directors and Recruiting Manager.
- Perform other duties as requested.
- Life Insurance License preferred, or must be obtained within 120 days of hire
- Maintain current knowledge of industry and market trends
- Excellent work ethic & relationship management skills
- At least five years of similar experience
- Must have strong life insurance knowledge
- Highly proficient with Microsoft Word and Outlook
- CRM system experience and technical know-how preferred
- Extremely organized
- Strong attention to detail & follow through
- Must be able to work independently, on a team, and under pressure
- Team Player & Goal Oriented
- Excellent command of spoken and written English