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Form of work
SalaryThe work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Concourse Financial Group Distributors has an exciting sales opportunity in the financial services industry as an External Point of Sale Life Wholesaler working with Edward Jones Financial Advisors.
Responsibilities:
- Point of sale activities with Edward Jones Financial Advisors and their clients
- Participation in and lead public seminars
- Provide client solutions and sales support to Edward Jones branch offices
- Responsible for territorial routing, scheduling priorities, production projections, production goals, and managing expense budget.
- Develop and maintain a positive working relationship with the FA’s, Regional Leadership, and Branch office Administrators.
- Business analysis and development of territorial sales plans to achieve new business objectives on a profitable basis
- Strong desire to be successful
Qualifications:
- Ability to work in a strong team environment
- Well-developed organizational skills and the ability to successfully manage multiple issues.
- Attention to detail and quality of service in all aspects of relationship management
- Excellent customer service skills. Ability to quickly identify and respond to internal and external customer needs
- Promptly resolves internal and external customer problems with an ability to overcome obstacles in general
- A strong sense of urgency and a desire to succeed
- State Life & Health license required
- Series 6 & 63 license required
This position is a Virtual position subject to our virtual workplace standards
This position includes cash compensation as a part of a sales incentive plan (SIP).
Employee Benefits:
We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Diversity and Inclusion:
At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.
We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace unique skills and abilities. Our aim is to create an equitable and accountable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.
