Internal Wholesaler

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Duncan Advisor Resources is a leading financial services enterprise dedicated to providing top-notch support and resources to financial professionals across the United States. With a commitment to integrity and excellence, we empower our advisors to flourish in an ever-evolving industry and regulatory landscape. In partnership with Cambridge Investment Research, our goal is to empower independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Internal Wholesaler

Position Summary:

The primary function of the role is to provide consultative sales support and case design to external producers along with quotes and case design for the internal case management and sales team.

Responsibilities:

Support External Financial Advisors and Insurance Agents:

• Field inbound calls regarding life insurance product questions and case impairments
• Maintain knowledge of various carriers’ products as well as the competition
• Run product quotes and illustrations along with providing next steps instructions and best practices
• Make carrier and product recommendations based on client needs and preferences
• Educate and encourage producers on the usage of accelerated underwriting and simplified application processes
• Exhibit initiative to build new relationship and grow life insurance business
• Record and track all producer requests and activities in the CRM System

Support Internal Teams:

• Support sales activities of the field team of Regional Directors
• Coordinates with the Regional Director on sales ideas, sales activities, and administration tasks
• Assist case management team with illustrations and case design changes throughout the underwriting process
• Collaborate with new business and underwriting teams to consistently improve internal processes and efficiencies
• Attend weekly sales staff meetings and provide feedback of producer activity from the previous week

Qualifications:

• Bachelor’s degree in a related field or experience equivalent
• Experience in Financial Services (1-2 years)
• Must have or be willing to obtain a Pennsylvania Life & Health Insurance License
• Advanced computer skills; MS Office Suite proficiency
• Any CRM experience highly desired (Duncan uses Redtail CRM)
• Proficient in Internet Applications, including carrier and vendor websites
• Ability to learn and adopt new processes and technology
• Written and verbal communication proficiency
• Accountability
• Time management, organization, and administrative proficiencies
• High degree of confidentiality

Hours: Monday – Friday, 8:30am-5:00pm

Office Location: 311 Main Street, Irwin, PA 15642

Duncan Financial Group offers a robust benefits package with the following:

• Competitive Salary
• Three United Healthcare Medical plans to choose from
• United Healthcare Dental plan- free for employees
• United Healthcare Vision plan
• Company paid Life Insurance with additional supplement life options for employees and their families
• Short Term Disability
• Company Paid Long Term Disability
• 401(k) - Company Match (Safe Harbor)
• Supplemental insurance including Critical Illness, Accident, Prepaid Legal
• Highly competitive PTO
• Paid Holidays
• Financial support of continuing education and additional development and certifications
• Bonus program for suggested certifications
• Social and Philanthropic opportunities

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.