Internal Wholesaler

Company Description LifeSecure Insurance Company, founded in 2006, focuses on delivering a different kind of insurance experience that supports a more secure future for customers. The company offers straightforward, easy-to-understand products designed to protect individuals and families from unexpected health-related risks and expenses. LifeSecure emphasizes simplicity, clarity, and customer-centered solutions throughout its offerings and services. Team members contribute to a mission-driven environment that values innovation, integrity, and long-term customer relationships. The company provides opportunities to make a meaningful impact by helping people navigate complex insurance needs with confidence. Role Description The Internal Wholesaler is a full-time, on-site role based in Gig Harbor, WA, responsible for driving sales of LifeSecure products through financial professionals and distribution partners. This role manages inbound and outbound calls, emails, and virtual meetings to educate partners on product features, competitive positioning, and sales strategies. Daily activities include building and maintaining relationships with key accounts, supporting external wholesalers, developing targeted sales campaigns, and tracking pipeline activity in CRM systems. The Internal Wholesaler analyzes sales data, identifies growth opportunities, and collaborates with marketing and product teams to align messaging and materials. The role also involves providing responsive service, resolving partner inquiries, conducting product training, and ensuring compliance with company and regulatory requirements. Qualifications Candidates should possess strong Wholesale and Sales skills, with experience developing and maintaining relationships with financial professionals or distribution partners. Candidates should possess Finance and Investments skills, including a solid understanding of insurance, financial products, and the retail investment landscape. Candidates should possess Business Planning skills, with the ability to set sales goals, prioritize activities, and execute territory or channel strategies. Candidates should possess excellent communication and presentation skills, with the ability to explain complex products in clear, customer-friendly language. Candidates should possess strong analytical, organizational, and CRM skills, with attention to detail and the ability to manage multiple accounts and initiatives. Relevant qualifications include prior experience in internal wholesaling, insurance, or financial services; state insurance licenses or FINRA registrations are preferred or may be required. A bachelor’s degree in business, finance, marketing, or a related field is preferred, along with a demonstrated commitment to ethical conduct and collaborative teamwork. #J-18808-Ljbffr