Internal Life Insurance/Annuities Wholesaler

Internal Life Insurance/Annuities Wholesaler

The Milner Agency

Lawrenceville, GA

Job Summary

As a Life Insurance/Annuities Wholesaler, your primary mission is to boost our company’s revenue by empowering our agents. You will be the go-to resource for guiding them through the technicalities of our products while helping them build their confidence and skills to succeed in writing and placing life insurance and annuities.

Primary Responsibilities:

Outbound and inbound connection with our agents utilizing phone, zoom, email, text, and social media as primary communication streams.

You will be responsible to serve as an expert in the following areas:

• Product Knowledge & Training:

  • Provide comprehensive training on life insurance and annuity products to independent agents and offices, primarily via zoom or phone.

  • Develop and deliver engaging presentations and educational materials to enhance agents' confidence and sales techniques.

  • Respond to agent inquiries regarding their product questions and concerns.

  • Assist agents in building out product options and train them on best delivery practices.

• Sales Support & Strategy:

  • Work closely with agents to develop customized sales strategies aimed at enhancing their production levels.

  • Offer ongoing support through zoom, email, social media, and phone to address agents’ questions and needs.

• Performance Monitoring:

  • Track and analyze agents’ production metrics to identify areas for improvement and growth.

  • Implement strategies to ensure policies are funded and remain on the books for the long term.

  • Be accountable to management for reaching out to agents and offices to drive results in weak areas such as: placement, submission, persistency, etc.

• Placement Support:

  • Establish a strong working relationship with our current Placement Manager and team to provide seamless support for agents.

  • Guide agents to available tools and resources that can expedite their placement processes.

  • Monitor placement numbers of individual agents and their offices, identifying trends and areas that may require addition attention or support.

  • Proactively engage with offices that are struggling with placement issues offering targeted assistance to help resolve any challenges and ensure a smoother process.

• Motivation & Recognition:

  • Cultivate a culture of achievement by helping agents earn higher commissions, unlocking various income milestones along the way.

  • Provide support toward achieving bonuses based on successful production.

  • Offer training programs that empower agents to duplicate their skills in others, allowing them to override production and increase their override income as they build successful teams.

  • Highlight achievements at major company and regional events.

• Revenue Generation:

  • Strategically increase the volume of production received and placed to drive overall company revenue.

  • Identify market trends and opportunities to enhance agents' offerings and sales potential.

• Event Participation:

  • Attend and participate in major company events to enhance visibility and build relationships with agents.

  • Represent the company with professionalism and enthusiasm at industry conferences and gatherings.

• Carrier Partnerships:

  • Build solid relationships with our carrier partners and their respective wholesalers to keep them connected to agents.

  • Facilitate connections with offices that could benefit from direct assistance from carrier partners.
     

Primary Skills & Requirements: 

• Proven experience in life insurance and annuities sales or wholesaling.

• Strong understanding of the insurance industry and the dynamics of independent contracting.

• Exceptional communication and interpersonal skills.

• Ability to motivate and inspire agents towards achieving their goals.

Proficiency in utilizing digital communication tools and social media for outreach.
 

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their li