External Wholesaler
4 weeks ago
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
2. Utilize and understand internal resources to capitalize on team results
3. Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
4. Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
5. Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
6. Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
7. Remain contemporary on relevant industry, legislative and tax-related issues
8. Provide feedback from agents on product marketing, processing and other related customer service issues
9. Make required volume of proactive sales calls as required
10. Maintain accurate customer relationship management (CRM) activity records
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Effective interpersonal and written communication skills
2. Ability to provide excellent customer service to both internal and external customers
3. Effective time management skills
4. Ability to prioritize and accomplish multiple tasks simultaneously
5. Capable of working independently as well as in a team environment
6. Ability to work in a self-directed fashion
7. Experience with PC's in a Windows environment
8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
9. Ability to analyze problems and develop solutions
10. Ability to communicate with individuals at all levels of the organization
11. Bachelor's degree or equivalent education, training and work-related experience
12. Exceptional presentation skills
13. Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
14. Ability to quickly build rapport and trust while interacting with clients and delivering presentations
15. Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
16. Strong life product and/or related product experience
17. Understanding of current market issues and trends as it relates to the insurance/financial industry and tax-related ramifications
18. Proven track record of progressive sales quota attainment
Preferred Qualifications:
1. Life brokerage experience
2. Strong working knowledge of Crump and appropriate channel/account/product line
-
Regional Director, External Wholesaler
3 weeks ago
Dallas, United States Beacon Talent Full timeJob DescriptionJob DescriptionAre you a seasoned financial sales professional with experience selling into RIA’s, Family Offices and Wealth Managers? Are you a proven fundraiser who thrives in a dynamic, growth-oriented and entrepreneurial environment with uncapped earning potential? If so, we have an exciting opportunity for you!Our Client:Rapidly growing...
-
Wealth Strategist Wholesaler
2 weeks ago
Dallas, United States Talent Forte Full timeJob DescriptionJob DescriptionThe OpportunityAs a Wealth Strategist Wholesaler, you will play a critical role in growing and developing new wealth management sales within your territory by working closely with company's financial advisors and their high-net-worth clients. You will provide sales expertise for the following solutions: Trust, Outsourced...
-
Internal Wholesaler
4 days ago
Dallas, United States NexPoint Full timeNexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds....
-
Internal Wholesaler
4 weeks ago
Dallas, United States NexPoint Full timeNexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds....
-
Internal Wholesaler
4 weeks ago
Dallas, United States NexPoint Full timeNexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business development company (BDC), and interval funds....
-
Internal Wholesaler
4 weeks ago
Dallas, United States Nexpoint Full timeJob DescriptionJob DescriptionDescription:NexPoint is a leading alternative investment advisor. NexPoint manages a suite of products that provide access to differentiated investment opportunities. The NexPoint product suite covers a range of vehicles, including listed REITs, real estate private placements, 1031 exchanges, closed-end funds, a business...
-
Merchandise Support Coordinator
1 week ago
Dallas, United States Tuesday Morning Full time** Merchandise Support Coordinator** **Job Category****:** Merchandising **Requisition Number****:** MERCH05644 Showing 1 location **Job Details** **Description** The Merchandise Support Coordinator is responsible for all data element requirements of the purchase order process, encompassing new purchase order entry and maintenance. The Coordinator supports...
-
Underwriting Manager
4 weeks ago
Dallas, Texas, United States Core Specialty Full timeThe Property and Casualty Underwriting Manager will work independently with minimal supervision to support and manage the profitability and premium growth of assigned managing general agents. Key Accountabilities:Manage premium production and underwriting results of assigned agents or territory.Mentor and train associate in the development of agency...
-
Corporate Treasury
3 weeks ago
Dallas, United States Goldman Sachs Full timeCorporate Treasury, Asset Liability Management, Deposit Modeling and Risk Structuring, Associate Corporate Treasury Corporate Treasury works closely with the CFO, Treasurer, and other members of senior management to manage the firm's financial resources and structural balance sheet positioning. The department also manages key relationships with...
-
Data Analyst
1 week ago
Dallas, United States Virtual Full timeData Analyst (Pricing Analysis) | 403008 DETAILS Location: Dallas, TX 75251 (100% remote) Position Type: 3M+ Contract or 3M C2H (candidates interested in C2H MUST BE LOCAL TO THE DFW AREA and will be 100% remote-based during the contracting portion but will be required to work onsite 3-days per week once converted to fulltime) Hourly / Salary: BOE! JOB...
-
EWP Drafter Truss Design
4 weeks ago
Dallas, United States Boise Cascade Company Full timeJob DescriptionJob DescriptionBoise Cascade Company has been in the business of manufacturing wood products and distributing building materials for over half a century. We are one of the largest producers of engineered wood products and plywood in North America and a leading U.S. wholesale distributor of building materials. Because our business is built on...
-
Sales Coordinator
1 week ago
Dallas, United States Horizon Group USA, Inc. Full timeThis role may be 100% remote or may be hybrid from Dallas, TX or Warren, NJ. The Opportunity: Horizon Group USA is seeking an upbeat, energetic and self-motivated Sales Coordinator to join our team. This is a fast-paced, detail-oriented and varied role that is perfect for someone who is not afraid to take on new challenges and is looking to grow in the...
-
Paralegal
6 days ago
Dallas, United States Energy Transfer Full timeSummary: This position is an on-site position responsible for fuel supply contract related activities and negotiations with dealer customers to ensure adherence to established laws, regulations and Company processes, policies and procedures. Essential Duties and Responsibilities: * Draft, review, and negotiate dealer and distributor contracts, amendments,...
-
Vice President of Pharmacy Operations
3 weeks ago
Dallas, United States Prism Health North Texas Full timeJob DescriptionJob DescriptionOur Core ValuesThe culture at Prism Health North Texas is built on our shared Core Values. We make hiring, firing, promotion and performance review decisions based on these values and behaviors, so it is important that you also share these Core Values:We are solution seekers. The organization’s founders found solutions...
-
Procurement Coordinator
3 days ago
Dallas, United States H-E-B Full timeResponsibilities: Central Market is a specialty grocery that started in Austin, Texas in 1994, and has grown to multiple locations across the state. What makes Central Market one of the freshest markets in the country? Try a sumptuous selection of everything edible, for starters. We go straight to the source to bring you the finest food and drink the world...
-
QA/Food Safety Trainer
2 weeks ago
Dallas, United States Hana Group Full timeJob DescriptionJob DescriptionCompany DescriptionHana Group is a multi-national company leading sales in pan-Asian cuisine sold in grocery retailers and commerce marketplaces through wholesale distribution. The company has tailored brands under Genji Sushi, Mai Sushi, and Sushi Gourmet providing custom collaborations to our partners and for our customers....