Financial Wholesaler

1 week ago


Dallas, Texas, United States Level Four Group Full time
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.

yet with local roots here in North Texas.
Casual Work Environment
Flexible Work Schedule
The Life Insurance Wholesaler will market life insurance products and lead programs to insurance agents and agencies. A life insurance wholesaler acts as a liaison between the insurance carriers and insurance agents. This is accomplished by providing sound advice about insurance companies, products, or concepts.
This position works on-site Monday through Friday at our Dallas, TX office.
Building and maintaining relationships with insurance agents and agencies.
Assisting agents in selling insurance products, providing illustrations, case design, application and related forms help
Educating agents about how to position life insurance products within appropriate solutions for their agents' clients
Participating in effective marketing campaigns and sales programs to drive more insurance sales
Successful Life Insurance Wholesaler candidates will have:
5+ Years of Life Insurance Experience
~ Life and Health Insurance License
~ Computer and CRM Experience

Bachelor's degree
Life Underwriter Training Council Fellow

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