Internal Wholesaler - Series 6 & 63 Required

  • location: Boston, MA
  • type: Permanent
  • salary: $50,000 - $57,000 per year
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job description

Internal Wholesaler - Series 6 & 63 Required

job summary:
Your exceptional communication skills and service oriented approach will be beneficial as you:

  • Assist producers / key stakeholders with case design, product questions, literature requests, website assistance, competitive analysis and information gathering.
  • Prepare basic to advanced insurance illustrations in a timely, accurate fashion.
  • Follow up with key stakeholders to determine that illustrations meet their needs and help complete the sale.
  • Monitor life insurance applications through the underwriting process.
  • Act as a partner and resource for our Regional sales offices and, Life and Long-Term Care External Wholesalers.
  • Build solid relationships with the home office and field fostering an environment that supports teamwork.
location: Boston, Massachusetts
job type: Permanent
salary: $50,000 - 57,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 1 Years
  • Bachelor's degree, or equivalent;
  • 1 - 5 years of work experience in sales support in the insurance industry.
  • Series 6 and 63 State Insurance Licenses preferable.
  • Well-developed insurance product knowledge is preferred.
  • Understanding of sales concepts, corresponding illustrations, and the underwriting process helpful.
  • Strong negotiation skills with the ability to use advanced judgment in problem solving.
  • Strong verbal and written communication skills.
  • Demonstrated ability to build and maintain professional relationships.
Respond to this posting with your resume or feel free to reach out directly to Nigel Butler at for consideration.

skills: Series 6, Series 63
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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