Primary Purpose
The Internal Wholesaler will meet with advisors, support staff, and clients to support the product sales process of life insurance, annuity, long term care (LTC), and disability insurance (DI). The role is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business to meet or exceed sales goals. This position will also create and provide business plans, sales goals, training, and support for producers. The position will partner and support the Senior Life Strategist and the Senior Annuity Strategist to deliver a VIP customer experience.
Job Responsibilities / Tasks
Job Specifications
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