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Full-time
bachelor degree, professional certificate
Casual Work Environment, Generous Paid Time Off, Flexible Work Schedule, Great Benefits
Posted 48d ago
Apply by Sep 16
~40 hrs/week
Responsibilities
The Life Insurance Wholesaler acts as a liaison between insurance companies and agents, recruiting new agents and providing product support. They are responsible for building relationships, running illustrations, and educating agents on how to position life insurance solutions for clients.
Requirements
Candidates must have over 5 years of life insurance experience and a valid Life and Health Insurance License. A college degree and certifications such as CLU or LUTCF are preferred.
Full job description
Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…
Come take your career path to the next level!
The Life Insurance Wholesaler acts as a liaison between insurance companies and insurance agents. In addition, a wholesaler actively recruits insurance agents, offering comprehensive support with both life insurance products and marketing strategies. Their aim is to empower agents in effectively presenting life insurance solutions to their clients. This is accomplished by providing sound advice about certain insurance companies, products or concepts.
As a Life Insurance Wholesaler, you’ll build and maintain relationships with insurance agents and agencies. You’ll make calls that initiate insurance agent interest in a particular product, service or program offered by Level Four Insurance. Using product and concept knowledge expertise, you will discuss the benefits of our life insurance product lines, explain various insurance concepts, run life insurance illustrations, and explain our core marketing programs available to the agent. Exceptional communication, product demonstration and sales skills are required to show, promote, and sell life insurance products.
A Life Insurance Wholesaler needs strong customer service skills and self-confidence. They must be effective listeners to understand the needs and desires of their agents and provide products that can fulfill those needs. Additionally, life insurance wholesalers must be self-motivators with attention to detail.
Essential responsibilities and tasks of the Life Insurance Wholesaler are:
Building and maintaining relationships with insurance agents and agencies.
Making calls that initiate agent interest in a particular product, service or program.
Assisting agents in selling insurance products, providing illustrations, case design, application and related forms to help
Educating agents about how to position life insurance products within appropriate solutions for their agent's clients
Providing top-notch product expertise and perspective
Participating in effective marketing campaigns and sales programs to drive more life insurance sales
Use LinkedIn and Email recruiting tools
Track cases that were actively worked on
Daily cold calls to independent life insurance agents
Additional duties as required
Successful Life Insurance Wholesaler candidates will have:
Required
5+ Years of Life Insurance Experience
Great Customer Service Skills
Organized
Exceptional Communication Skills
Life and Health Insurance License
Computer and CRM Experience
Preferred
College Degree
CLU
LUTCF
Related keywords
Life InsuranceWealth ManagementCLULUTCFCRMLife and Health Insurance LicenseCase DesignInsurance IllustrationsFinancial ServicesCold CallingLinkedIn Recruiting
Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals. Our focus is on delivering objective and proactive advice, so you can achieve the life you dream.
Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here.
Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here. We cannot accept any orders and/or instructions regarding your account by email, voice mail, fax or any alternate method. Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. E-mail sent through the internet is not secure or confidential. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.
Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”)
Offices: 12400 Coit Rd, Suite 700, Dallas, TX 75251, US
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