Internal Wholesaler

Note: Salary Range: $58,000 -$60,000 Base (Plus Commission Incentive)

SUMMARY: This role manages oversight of recruiting independent agents by recruiting new agents into the GBU network.

DUTIES AND RESPONSIBILITIES:

• Build, grow, and maintain advisor relationships by developing a thorough understanding of GBU products and successfully educating advisors.
• Achieve sales and sales activity goals.
• Maintain and manage calendars and proactively manage scheduling conflicts.
• Prepare meeting agendas, materials, and presentations as needed for sales activities and training sessions.
• Identify opportunities and help move the Agents/Advisors through the sales process.
• Profile Advisors for Book of Business.
• Work as a team with the External Wholesaler(s) to uncover new opportunities.
• Assist RSMs fill calendars.
• Support RSMs in Life Events within the region.
• Assess the needs of each client by asking targeted, high impact questions to ultimately identify the correct prospects and service existing clients.
• Proactively support team initiatives and complete special projects and other duties as assigned
• Work closely with the operations team to solve any client issues.
• Coordinate with the marketing team to ensure all materials and communications are sent appropriately.
• Assist in any administrative duties for team as requested.
• Properly adheres to company risk management principles:
• Adhering and supporting GBU’s Enterprise Risk Management Framework
• Understanding and complying with applicable laws, regulations, policies and procedures; completing all required training; executing and monitoring controls effectively (as applicable); appropriately identifying, assessing, escalating and remediating risks, potential issues and control failures (as applicable); and reporting compliance or regulatory concerns to management
• Understanding and conducting oneself in accordance with the Employee Handbook and preserving GBU’s brand and reputation
• Performs other related duties as assigned by management

QUALIFICATIONS/SKILLS:

• Bachelor’s degree (B.A. or B.S.); or four (4) years’ related experience and/or training; or equivalent combination of education and experience.
• Insurance Licenses, preferred.
• 5+ years of experience in the financial services industry.
• Strong Computer Skills proficient knowledge of Microsoft Office Suite, SharePoint, etc.
• Experience with electronic application systems and CRM platforms; Sales Force.
• Selfstarter, extremely organized and detailoriented with a strong commitment to accuracy.
• Strong organizational and time management skills
• Sound judgment and excellent problemsolving skills.
• Responsive and reliable, with exceptional followthrough.
• Ability to work both independently and as a team player.
• Enjoy working in a fastpaced environment.

About GBU Life

GBU Financial Life is a member-owned, not-for-profit fraternal benefit society founded in Pittsburgh in 1892. Formed to provide financial security and benefits to its members. As Pennsylvania’s largest fraternal, and the nation’s sixth, GBU serves more than 60,000 members across the country with a 49-state sales and marketing footprint which will continue to grow until we are a nationwide provider. GBU partners with a network of 2,000 agents to market and distribute a variety of life insurance and retirement products, including term life, permanent life, and fixed annuities. GBU stays true to its fraternal roots, commitment, and mission by serving as an active supporter and contributor to well-known charities such as American Cancer Society, American Red Cross, and military-focused initiatives, among others. Giving back to the community and integrating the membership into service-oriented activities is an important part of GBU’s fabric and culture.