Regional Wholesaler

Position Overview

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate individuals who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet. Ample opportunities for growth, a thriving culture and coworkers who care as much as you do await you. Learn more at www.assurity.com/careers.

Key Responsibilities

• 35% – Internal Sales Support
  • Provides Assurity product and process training virtually for distribution
  • Shares product knowledge and sales ideas via phone
  • Handles and prioritizes incoming calls and emails efficiently
  • Delivers detailed product illustrations with clear explanations of features and benefits
  • Keeps an in-depth knowledge of products, Home Office processes, and sales strategies
  • Understands internal processes for underwriting, policy submission/issuance, claims, client services, contracting and licensing, accounting, and commissions
  • Assists Regional Vice Presidents in developing marketing strategies within assigned territories
  • Maintains close contact with Regional Vice Presidents to ensure deliverables and commitments are met
  • Stays current on industry trends and competitor activities
• 25% – Travel and Meeting Coordination
  • Tracks and maintains schedules for travel and meetings to ensure effectiveness
  • Coordinates territory teams for optimal strategy and action
  • Supports all follow-up activities in partnership with Regional Vice Presidents after distributor visits
• 25% – Distributor Outreach
  • Initiates calls to distributors to set up meetings
  • Generates new sales via qualifying, prospecting and educating about products and services
  • Utilizes HubSpot for territory and contact management reporting
  • Prepares and distributes illustrations and PowerPoint presentations
  • Schedules meetings and prepares agendas and itineraries
• 15% – Other Functions
  • Prepares reports
  • Coordinates schedules with Regional Vice Presidents
  • Tracks overall territory activity

Note: The list of essential functions is not exhaustive and may be adjusted as necessary.

Required Qualifications

• Two to four years’ experience in business, sales or a related field
• Consistent and reliable attendance
• Familiarity with the insurance industry and its products
• Professional oral and written communication skills
• Self-motivated with a high energy and collaborative style
• Strong decision-making ability
• Proficiency in word processing, spreadsheet software, and PowerPoint
• Demonstrated talent in focus, responsibility, discipline, critical thinking, business sense, communication, courage, persuasion, and achievement

Preferred Qualifications

• Multilingual candidates, particularly those fluent in Spanish
• Bachelor’s degree in business or an equivalent field