Internal Wholesaler
HUB International is a leading insurance brokerage firm, and they are seeking an Internal Wholesaler to drive business development within a multi-carrier distribution channel. The role involves building relationships with Edward Jones Financial Advisors, identifying sales opportunities, and providing training and product information.
Responsibilities
- Identify and recruit Edward Jones teams to establish new partnerships, building strong relationships through virtual meetings in assigned regions
- Provide product and insurance sales concept training to enhance the sales capabilities of partner branch teams
- Prepare and deliver product illustrations and presentations
- Highlight product features to showcase how they address customer needs
Skills
- Bachelor's degree in business, finance, or related field
- Experience in insurance, wealth management, or financial services
- FINRA Series 6, 63, and Life & Health Insurance License required
- Excellent verbal and written communication skills
- Strong knowledge of insurance products, sales concepts, and industry regulations
- Ability to multitask with attention to detail, ensuring accuracy and efficiency
- Ability to work independently and as part of a team
- Proficiency with CRM software and MS Office Suite
- 1-2 years of relevant experience
- Up to 25% travel required
Benefits
- Health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- Paid-time-off benefits such as vacation, sick, and personal days
- Eligible bonuses, equity and commissions for some positions
Company Overview