Internal Wholesaler

HUB International is a leading insurance brokerage firm, and they are seeking an Internal Wholesaler to drive business development within a multi-carrier distribution channel. The role involves building relationships with Edward Jones Financial Advisors, identifying sales opportunities, and providing training and product information.

Responsibilities

• Identify and recruit Edward Jones teams to establish new partnerships, building strong relationships through virtual meetings in assigned regions
• Provide product and insurance sales concept training to enhance the sales capabilities of partner branch teams
• Prepare and deliver product illustrations and presentations
• Highlight product features to showcase how they address customer needs

Skills

• Bachelor's degree in business, finance, or related field
• Experience in insurance, wealth management, or financial services
• FINRA Series 6, 63, and Life & Health Insurance License required
• Excellent verbal and written communication skills
• Strong knowledge of insurance products, sales concepts, and industry regulations
• Ability to multitask with attention to detail, ensuring accuracy and efficiency
• Ability to work independently and as part of a team
• Proficiency with CRM software and MS Office Suite
• 1-2 years of relevant experience
• Up to 25% travel required

Benefits

• Health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• Paid-time-off benefits such as vacation, sick, and personal days
• Eligible bonuses, equity and commissions for some positions

Company Overview