External Wholesaler, Life Brokerage (Boston) Job at Guardian Life, Boston, MA

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  • Guardian Life
  • Boston, MA

Job Description

The External Wholesaler, Life Brokerage must have the ability to develop strategies and business plans to win new client relationships while retaining and growing existing relationships. Responsible for driving Guardians Life Brokerage Business through a suite of proprietary Life Income products to maximize territory sales and attain sales goals. Maintain heavy travel schedule within territory to conduct 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, Life 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

  • Generate comprehensive reports, presentations and ad hoc special projects as needed.

  • Act as thought leader to educate and develop field force around Guardian Life Product solutions.

  • Weekly travel required 60%-80%.

Success Measures

  • Meet and exceed target sales expectations.

  • Track and improve regional Life Brokerage business

  • 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 Life Insurance 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.

  • Professional designation such as CLU, ChFC or CFP preferred.

Education

  • Bachelors degree required

Salary Range

$90,000 - $105,000

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, youll 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.

Inspire Well-Being

As part of Guardians Purpose to inspire well-being we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

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.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com .

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

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Job Tags

Full time, Flexible hours,

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