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Life Insurance Wholesaler

Level Four Group

Dallas, TX

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JOB DETAILS
SKILLS
CLU, Cold Calling Skills, Communication Skills, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Entrepreneurship, Financial Services, Health Insurance, Illustrating Ability, Insurance, Insurance Sales, Life Insurance, LinkedIn, Marketing Campaign, Needs Assessment, OSF Distributed Computing Environment (DCE), Organizational Skills, Product Demonstration, Product Positioning, Sales Campaigns, Sales Demonstration, Software Design, Wealth Management
LOCATION
Dallas, TX
POSTED
4 days ago
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

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About the Company

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Level Four Group