What are the responsibilities and job description for the Internal Wholesaler- Financial Institutions/Broker Dealer position at Western & Southern Financial Group?
Join Western & Southern – Somewhere You Want to Be
At Western & Southern, is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 135 years, our long-term success is fueled by a deep commitment to customer service and our community.
Recognized again as one of the top 100 companies by the American Opportunity Index (AOI) for our commitment to career growth and employee development. We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.
Hear what our associates say about their experience at W&S!
Our Culture: Excellence and Collaboration
Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.
A Day in the Life –
- The Internal Wholesaler Partners with an External Wholesaler or National Account Managers to strategically manage territory, places calls and provides information about product features and benefits. Develops and maintains relationships within assigned territory to promote the sale of W&SFGD products.
Duties and Responsibilities
- Proactively initiates calls within assigned territory to market and promote life insurance and/or annuity products; helps determine which products best meet the customers' needs and financial circumstances; advises on the advantages/disadvantages and features/benefits; notifies clients of updated product information and changes.
- Provides follow-up support from external wholesalers'/NAMs meetings and attempts to close the sale by reviewing what was discussed, providing additional information, communicating our value proposition, advising on the advantages/disadvantages and features/benefits; and sends marketing literature, when necessary.
- Responds to inbound service-related calls, providing excellent customer service to all internal and external customers; investigates potential sales opportunities through reactive telemarketing efforts.
- Maintains contact management database of detailed notes.
To view the full job description please visit https://careers-westernsouthern.icims.com/jobs/22003/internal-wholesaler-financial-institutions-broker-dealer/job?mode=view
‘Premier Benefits to Support YOU’
- Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!
- Retirement solution with our 401(k) savings AND pension plan!
- Paid time off that increases with tenure.
- Tuition Reimbursement
- Subsidized affordable parking
- On-site Cafeteria and fitness center (including sports leagues)
- On-site Registered Nurse
- Career Coaching/Mentoring
- Individualized development plans and career pathing
Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community.
Learn more about who we are visit; www.westernsouthern.com/careers/home-office-careers.
