Hybrid Wholesaler - Whole Life
About The Position
We are seeking a dynamic and entrepreneurial Whole Life Insurance Business Development Director (Hybrid Wholesaler) to lead whole life distribution through a third-party distribution channel focused on independent financial professionals. We’re identifying new ways to support more Americans on their journey to financial wellbeing. This role is pivotal in supporting independent financial professionals who may operate in non-traditional markets, helping them grow their businesses through product education, sales support, and relationship management. In this role you will build and grow relationships with a select group of financial professionals across the United States, supporting sales efforts, training, and education. You will be accountable for driving production and increasing product penetration within this assigned group of financial professionals. This distribution effort is led by the Third Party Distribution and New Markets (TPD&NM) team , with dedicated support from a cross-functional group that includes New Business/Underwriting, Case Management, Client Experience and Services, Advisor Operations, Compliance, Legal, Technology, Learning & Development, and Marketing. Team members bring a strong track record of customer focus, collaboration, and delivering sales results. As a Business Development Director , your responsibilities will include but not be limited to:
Requirements
- 2+ years of distribution experience
- 1+ years of experience in whole life insurance products
- State Life and Health License required at time of application
- High school diploma or equivalent
- Up to 50% travel required
Nice To Haves
- Bachelor’s degree preferred
- Demonstrated success driving sales results within an assigned territory
- Ability to work independently, manage competing priorities, and adapt to changing demands
- Strong verbal and written communication skills with proven presentation and negotiation capabilities
- Demonstrated ability to take ownership of work and proactively drive initiatives from concept through execution
Responsibilities
- Build and nurture relationships and develop new business opportunities with a select group of independent financial professionals nationwide
- Develop and deliver regular education and training sessions on product features, competitive positioning, and sales strategies, with a strong focus on product training on whole life insurance
- Execute defined activity expectations and account management strategies to drive sales growth
- Provide sales tools, marketing materials, and illustration support as needed
- Deliver technical product support and consultative sales guidance to advisors before and after the sale
- Respond to advisor inquiries related to product design, positioning, sales concepts, underwriting, and case support
- Share best practices and success stories to support advisor engagement and development
- Collaborate with cross-functional teams to resolve escalations, prioritize work, and improve processes
- Lead and execute strategies for broker meetings, training sessions, and key initiatives
- Leverage Salesforce and other tools to track and monitor sales activity and performance, ensuring alignment with business objectives, and provide regular updates to leadership
- Effectively manage travel and expense budgets
Benefits
- Regular meetings with the Mass Markets team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
