Independently manage assigned territory and distributor relationships to drive Life Insurance production
Maintain proactive, consultative sales relationships with financial professionals through ongoing profiling, relationship development, and continuous refinement of the advisor base
Execute defined activity expectations to maximize growth opportunities within assigned accounts and territory
Deliver sales ideas, product positioning, and Life Insurance education to financial professionals
Monitor territory performance to ensure alignment with overall company objectives
Provide weekly updates to sales management on activity, pipeline, and results
Coordinate effectively with internal teams including underwriting, operations, and relationship management
Effectively manage travel and expense budgets
Other duties as assigned

High School Diploma
5+ years of experience in insurance wholesale distribution
Active State Life & Health license
FINRA Series 6 or 7 and 63 required at time of application
Must reside in the following states (West Coast): Wyoming, Washington, Utah, Oregon, Nevada, Montana, Idaho, Hawaii, California, Arizona, Alaska
Travel required, estimated up to 75%

Regular meetings with the Life/DI National Sales Team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms

External Wholesaler, Life Insurance

Key skills