We are seeking a highly motivated and knowledgeable individual for the position of Executive Benefits Internal Wholesaler. As part of our dynamic sales team, you will play a crucial role in driving the growth of our Executive Benefits platform disability and life insurance products. This position requires a deep understanding of product, strong communication skills, critical thinking, and the ability to build and maintain relationships with financial advisors, brokers, and home office partners along with your external wholesalers.
Join our team and contribute to the growth and success of our multi-life business! This is not an administrative assistant role rather this is a sales partner position with the external wholesalers. This role offers a competitive salary, performance-based incentives, comprehensive benefits package, and opportunities for career advancement within our organization. Our team is committed to the Guardian ways of working to inspire wellbeing.
You will
Expert Product Knowledge:
- Develop an in-depth understanding of our products, their features, and their competitive advantages.
- Stay up to date with industry trends, regulations, and market conditions related to our client solutions.
Sales Support:
- Provide sales support to external wholesalers and financial advisors/brokers by assisting with product presentation preparation, and addressing inquiries related to Executive Benefits
- Assist with sales strategies, case design, and proposal development.
Relationship Building:
- Establish and cultivate strong relationships with financial advisors, brokers, and all key partners.
- Act as a trusted resource by providing guidance, resolving issues, and delivering exceptional customer service.
- Collaborate with internal teams, such as underwriting, our Business Resource Center, Operations, and Marketing, to ensure seamless communication and effective coordination.
- The role will also require an awareness of product development initiatives as well as enrollment and implementation strategies.
Prospecting, Business Development:
- Identify and prospect potential clients for Executive Benefit solutions.
- Collaborate with external wholesalers to develop and implement strategic sales plans, targeting specific markets and segments.
Sales Tracking and Reporting:
- Use our systems and other tools to track sales activities, manage quotes, and monitor the progress of sales campaigns.
- Prepare regular reports and updates for management, highlighting sales performance, trends, and opportunities for improvement.
- Work with our account managers to help coordinate key renewal dates and marketplace delivery for our existing customers.
- Regarding our inforce block of business, the internal wholesaler will assist with communication between account managers, the producer, the client, and the external wholesaler as needed.
You have
- Bachelor's degree required.
- Proven experience in the insurance industry, with focus on life insurance.
- Strong knowledge of life products and executive DI solutions, underwriting guidelines, and industry regulations.
- Excellent interpersonal and communication skills, with the ability to effectively serve our key partners, solve problems, and anticipate issues that may negatively impact our key partners and clients.
- Proven track record of building and maintaining relationships with financial advisors, brokers, and key partners.
- Ability to work independently, prioritize tasks, and meet deadlines in an extremely fast-paced environment. Proficiency in CRM systems, Microsoft Office Suite, and other sales-related tools.
Salary Range
$70,000
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
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.
Inspire Well-Being
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.
Health Care
- Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
- Dental plan
- Vision plan
- Health care accounts – flexible spending, health reimbursement, and health savings accounts
- Critical illness insurance
Life and Disability Insurance
- Company-paid Life and Disability insurance plus voluntary supplemental coverage
- Accident insurance
Retirement and Financial
- 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
- Complimentary 1:1 financial guidance with a licensed Fidelity representative
Time Off and Remote Work
- Flexible work arrangements (part in-person/part remote)
- Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
- Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
- Paid parental leave and paid family and medical leave policies
Emotional Well-being and Work-Life
- Emotional well-being, mental health, and work/life resources powered by Spring Health
- Wellness programs, including fitness program and equipment reimbursement
- Child, adult, and elder back-up care support through Bright Horizons
- Adoption assistance
- College planning
- Tuition reimbursement
- Student loan assistance
- Commuter benefits in select metropolitan areas
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.
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