11 days old

External Wholesaler - Disability Income

Atlanta, GA 30303
  • Job Code
The External Wholesaler, Disability Income must have the ability to develop strategies and business plans to win new client relationships while retaining and growing existing relationships. Responsible for aggressively selling Guardian's suite of proprietary Disability Income products to maximize territory sales and attain sales goals. Maintain heavy travel schedule within territory to conduct client meetings and presentations. From design and competitive information develop key concepts and analysis to favorably position Guardian products utilizing advanced sales when necessary.

Key stakeholders include Guardian Product, Distribution, Financial Professionals, Marketing, Disability Income Specialists, Brokerage, and Sales.

You Will:

  • Travel to the Guardian General Agencies within assigned territory to generate business.
  • Maintain a strong pipeline of business.
  • Attend and present at industry conferences and regional events to generate additional interest in Guardian products.
  • Initiate and/or follow up on sales calls, provide sales ideas, identify new sales opportunities.
  • Track and report activity on a weekly basis.
  • Continually monitor practices of competition and report to Head of National Sales.
  • Generate comprehensive reports, presentations and ad hoc special projects as needed.
  • Act as thought leader to educate and develop field force around Disability Income solutions.
  • Weekly travel required 60%-80%.

Success Measures:
  • Meet and exceed target sales expectations.
  • Track and improve number of productive producers within the Disability Income space.
  • Facilitate collaborative relationships across Guardian.
You Have:
  • Must be goal-oriented, focused on success.
  • Work collaboratively with Internal Wholesaler to build and manage relationships within territory.
  • Demonstrate a strong knowledge of the competitive landscape, financial markets, and industry related topics.
  • Must have excellent presentation skills.
  • Must have a deep knowledge of and experience with Disability Income - minimum 5 years of wholesaling experience.
  • Strong understanding of competitive marketplace.
  • Proven ability to develop and grow relationships - show leadership in establishing excellent relationships with key support areas inside Guardian.
  • Deep knowledge of business and market awareness.
  • Must be a team player and have excellent communication, interpersonal, influence/persuasive, organizational, and presentation skills.
  • Excellent Relationship Management/Client Relations skills.
  • Demonstrate abilities in time management; including managing multiple projects and meeting strict deadlines.

Bachelor's degree required; Minimum of 5 years wholesaling; Professional designation such as CLU, ChFC or CFP preferred.

Our promise:

  • At Guardian, you'll have the support and flexibility to achieve your professional and personal goals.
  • Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

We offer:
  • Meaningful and challenging work opportunities to accelerate technology and innovation in a secure and compliant way.
  • Competitive compensation.
  • Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
  • Life and disability insurance.
  • A great 401(k) with match.
  • Tuition assistance paid parental leave and backup family care.
  • Dynamic, modern work environments that promote collaboration and creativity
  • Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
  • Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability, and advocate for diversity and inclusion in all that we do.

About Guardian:

Guardian has been helping people protect their futures and secure their lives for more than 150 years. Every day, we serve approximately 27 million people through a range of insurance and financial products. As one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at guardianlife.com.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Copyright 2021 The Guardian Life Insurance Company of America, New York, NY

Posted: 2021-10-08 Expires: 2021-11-06
Sponsored by:
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Sponsored by:
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External Wholesaler - Disability Income

Atlanta, GA 30303

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