External Wholesaler - Long Term Care Insurance/Solutions

Responsible for building and maintaining relationships with Intermediary Distributors (BGA/IMO) and other partners to generate Long Term Care sales with assigned accounts. Develops and implements wholesaling business plans for assigned accounts to deliver on sales goals and provides management with suggestions for the development of sales strategies, marketing plans, revenue targets, and profit/loss forecasts. Educates assigned accounts (and back-office staff) on the benefits of offered products and services for their clients through individual or group meetings presentations, including virtual and in person visits, seminars and conferences/trade shows participation. Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing. Regularly updates wholesaling activity in CRM data on current and proposed sales activity. Manage expense account within allotted budget. Performs other duties and responsibilities as assigned. Identifying the needs of financial professionals through effective questioning and listening techniques. Preparing and delivering clear, convincing and professional sales presentations to small and large audiences. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner. Understanding business processes and identifying process improvement opportunities.