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Protective Life

Internal Wholesaler II

Protective Life

Internal Wholesaler II managing relationships with representatives in geographic sales territories to increase revenue for Protective products. Focus on servicing through phone and email communication.

Posted 7/22/2026full-timeCovington • Kentucky • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $65,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales strategy and relationship management within the insurance and investment sectors, leveraging strong communication and customer service skills to drive revenue growth and achieve sales goals.

Highest-signal resume keywords
Insurance Sales ExperienceInvestment Sales ExperienceSeries 6 LicenseSeries 63 LicenseLife License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Sales Pipeline ManagementProduct EducationLead GenerationSales Call ExecutionDatabase Management
Soft Skills
AdaptabilityCollaborationAttention to DetailCustomer ServiceCommunication
Tools & Technologies
Protective DatabasesProtective Systems
Certifications & Qualifications
Series 6Series 63SIELife License
Industry Keywords
WholesalingSales TerritoryRevenue GrowthSales GoalsProspecting

About the role

Key responsibilities & impact
  • The Internal Wholesaler II works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories.
  • Responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals.
  • Focused on servicing representatives through phone and email communication.
  • Make proactive sales calls on a daily basis with new and existing representatives to strengthen relationships and find selling opportunities.
  • Maintain existing relationships to drive repeat producers.
  • Make prospecting calls and pass qualified leads along to External Wholesalers.
  • Provide product education to representatives as an expert on our product features and benefits, answering questions and comparing our products to that of our competition.
  • Create sales opportunities and execute thoughtful follow-up to move these through the sales pipeline.
  • Work closely with the External Wholesaler to develop and execute a strategic business plan to maximize territory sales growth.
  • Utilize Protective databases to create and maintain representative profile information on all sales activity.
  • Execute campaigns using Protective systems to generate territory sales leads and meaningful follow-up.

Requirements

What you’ll need
  • Bachelor's degree preferred or equivalent work experience.
  • Series 6, Series 63, SIE, and Life license.
  • Prior insurance or investment sales experience recommended.
  • Must be adaptable and highly flexible to meet the needs of External Wholesalers and insurance industry.
  • Must have the ability to work in a challenging and collaborative environment.
  • Competitive spirit and personal drive to succeed.
  • Possess professional oral and written communication skills.
  • Possess strong customer service skills.
  • Proven attention to detail and ability to multi-task in fast-paced environment.
  • Must be a detail-oriented, well-organized self-starter with high energy and creativity.

Benefits

Comp & perks
  • We aim to protect the wellbeing of our employees and their families with a broad benefits offering.
  • Comprehensive health, dental and vision insurance.
  • Support emotional wellbeing through mental health benefits and an employee assistance program.
  • Variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day).
  • Contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching.
  • Encouragement to protect overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.