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Foresters Financial

Internal Wholesaler

RemoteUnited States only
Published
Role
Sales
Experience
Junior
Employment
Full-time
Salary not disclosed
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Sales/financial services candidate with at least 1 year of experience, strong phone sales skills, and ability to handle inbound agent calls. Life and annuity insurance knowledge is preferred; Spanish is a plus. Must work 8:00am–5:00pm CST, Monday to Friday.

Optional languages

Spanish plus, not required

What you'll do

  • Provide sales and marketing support of Foresters Financial products across all business lines to drive sales
  • Educate and sell the benefits of Foresters Financial products and Member Benefits
  • Work with agents to identify client needs and recommend product offerings and marketing strategies
  • Actively participate in ongoing professional development and training
  • Provide high level of sales support in answering customer inquiries and solving customer challenges
  • Use selling skills to convert opportunities to sales
  • Support and execute on all sales & marketing initiatives and corporate strategies as set by management
  • Expected to meet all core call related metrics as set forth by management
  • Utilize systems, technology and tools to track activities and profile agent data in effort to expand reach of product distribution
  • Develop and enhance personal industry and product knowledge to effectively communicate and build credibility with agents
  • Maintain a proactive and supportive relationship with sales, marketing, operations teams, and all internal partners
  • Provide daily/weekly feedback on sales related activity
  • Represent Foresters in a professional manner to all internal/external customers both on the telephone and through attendance at selected events
  • Make sound business decisions in terms of prioritizing and managing workload to ensure completion
  • Adhere to the rules and practices set forth by Compliance

What they require

  • Bachelor’s degree or equivalent work experience
  • A minimum of one year experience in a sales profession or financial services industry
  • Knowledge of life and annuity insurance products and services preferred
  • Strong sales ability along with effective telephone and customer relationship building skills
  • Ability to self-manage workload volumes to achieve or exceed goals and changing priorities in a team environment
  • Top notch phone etiquette and excellent interpersonal communication skills both verbal and written required
  • Ability to organize and communicate complex information while navigating multiple systems in order to meet customer expectations
  • Strong results-oriented focus, strong work ethic and positive attitude
  • Well-developed problem solving and analytical skills, and the ability to absorb and diffuse customer emotions
  • Demonstrates initiative, creativity and resourcefulness
  • Preferred: Bilingualism (Spanish) is a plus but not required
  • The role requires working hours between 8:00am and 5:00pm (CST), Monday to Friday
  • Hours of operation could change and require flexibility
  • Flexibility regarding hours of work is required due to changing conditions, call volumes and business needs

Benefits

  • Eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance

Foresters Financial provides insurance products and customer service through its Service Center.

Salary not disclosed