Internal Wholesaler - Individual Disability

The Internal DI Wholesaler is the disability insurance product and illustration expert who manages the development and execution of Career Agency and Brokerage specific tools and activities for use by agencies and Disability Income Specialists (DIS), including conceptualizing and creation of Drip Campaigns, virtual meetings, prospecting tools and methods, presentations, scripts/talking points and marketing plans and case design!

You are

• Self-motivated

• Excel at handling competing priorities

• A Disability Insurance professional with the needed skills for case design and product illustration creation

• Able to gain trust and respect of multiple contingent internal and external partners

• Proven teammate with a strong collaborative orientation; proven ability to build relationships

• Exceptional communicator with advisors, agency personnel, general agents and internal partners

You will

• Identify specific business opportunities and promote them to general agencies by both soliciting ideas and engaging the support of key partners.

• Be the product knowledge and illustration presentation expert in the Home Office

• Develop and provide ongoing support of initial sales activities for new agencies and provide updates to key partners on results of activities, initiatives and campaigns.

• Deliver subject matter expertise in personal and business use of Individual Disability Insurance products.

• Assist with brokerage business development by formulating and implementing requisite strategies and programs that differentiate Berkshire/Guardian and its General Agencies in Individual Disability Insurance

• Develop tools such as marketing pieces and strategies, marketing plans and scripts

• Identify and leverage opportunities and engage and create connections between Key Stakeholders (Regional Wholesalers, Internal Wholesalers, Disability Specialists, Agency Leaders and Marketing teams).

You have

• Disability Insurance knowledge

• Prior Wholesaling experience is a strong plus

• Bachelor’s degree or equivalent insurance industry experience

• Necessary Insurance licenses or ability to obtain within 6-months

• Strong relationship and consultative management skills

• Excellent interpersonal, presentation and collaboration skills

• Strong oral and written communication skills

• Curiosity to ask the right questions to uncover client needs

• Goal and results-oriented with strong planning and organizational skills

• Problem-solving skills

• Flexibility and adaptation

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

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