Internal Wholesaler

Overview Being good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. It is at the core of how we operate and the reason for our success. We're moving with urgency to become a Next Gen Good Neighbor, with technology that strengthens human connections and enhances the customer experience. As an employee, you'll spend less time navigating systems and more time applying judgment, empathy, and expertise in the moments that matter most. Overview Being good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. It is at the core of how we operate and the reason for our success. We're moving with urgency to become a Next Gen Good Neighbor, with technology that strengthens human connections and enhances the customer experience. As an employee, you'll spend less time navigating systems and more time applying judgment, empathy, and expertise in the moments that matter most. Responsibilities Are you ready to play a pivotal role in driving growth within the financial services industry? Join us as a key partner to Registered Agents (RA) as an Internal Wholesaler , where you'll proactively guide them through appointment facilitation and business development activities. You'll be at the forefront of identifying new opportunities and collaborating seamlessly with both internal teams and external partners to ensure smooth communication and swift resolution of complex cases. If you’re passionate about making an impact and thrive in a dynamic, collaborative environment, this is the perfect opportunity for you! Grow Your Skills, Grow Your Potential In this job you are primarily responsible for: Opportunity Identification: Identifying and advancing new business opportunities, consulting on cases and appointment strategies, and promoting ongoing Registered Agent's development. Agent Resource Focus: Supporting growth in financial services through proactive engagement, guidance, and facilitating appointments or activities with Registered Agents that promote sales and business development. Collaboration and Communication: Coordinating with internal and external teams, maintaining clear communication, and escalating complex cases or opportunities as appropriate Coaching agents: supporting Registered Agents in using advanced financial services planning tools and conducting comprehensive financial discussions Sharing market feedback: providing insights to shape support activities and respond to Registered Agents and market needs Qualifications Experience in financial services or sales with a proven track record of success of exceeding targets and building and maintaining strong relationships. Demonstrated experience with holistic planning for retirement and legacy goals, as well as strategies tailored to business owner needs. Strong ability to coach agents in conducting needs-based conversations that address a wide range of customer needs. Proficient in handling incoming calls from small business owners, offering professional and detailed sales-oriented information including product details, illustrations, forms, and marketing materials to agents and back-office support personnel. Competence in assisting with the design of effective sales “point of sale” presentations. Team-oriented mindset with a proven track record of contributing to and achieving sales goals within a wholesaler team and providing support to team members as needed. Exceptional ability to build strong relationships that drive action and influence among all levels of agents. Additional Details Selected candidates will be required to possess and/or obtain (within approximately the first 10 weeks) a Securities Industries Essentials (SIE), Series 6 license, Series 63 and Series 65 or equivalent and Life/Health, Variable license. Selected candidates will have a maximum of two attempts to successfully pass the required securities licensing exams If unsuccessful after two attempts on any exam, employment may be terminated Fingerprint, credit check and background check are required for sponsorship of FINRA licensing Employees will be eligible for incentive pay once all required licenses are obtained Employees must successfully obtain all other applicable licensing and certifications for role including, but not limited to, LTC Certification, Annuities Certification and potential state securities licensing, as applicable. Employees may be #J-18808-Ljbffr