Hybrid Wholesaler - One Insurance Solutions

The Hybrid Wholesaler supports the growth of the One Insurance Solution platform by combining inside sales responsibilities with external advisor engagement. This role partners closely with senior Consultants and field leaders to drive insurance adoption, deepen advisor relationships, and deliver comprehensive sales support both virtually and in-person. Supports the One Insurance Solution Team by driving sales efforts, cultivating advisor relationships, and delivering consultative insurance solutions. Acts as a bridge between internal sales support and external field engagement, contributing to territory growth and advisor development.

Responsibilities

Partner with senior Consultants to develop and execute territory-level sales strategies; Proactively engage financial advisors via phone, email, and in-person meetings to promote insurance solutions; Travel within assigned territory (25–50%) to strengthen advisor relationships and support business development efforts; Deliver product positioning, case design guidance, and sales ideas tailored to advisor client needs; Prepare and present illustrations, proposals, and point-of-sale materials; Support and follow up on marketing campaigns, seminars, and advisor events; Respond to advisor inquiries and provide advanced product and case support; Maintain consistent activity tracking and pipeline management within CRM tools; Collaborate with internal partners to streamline processes and improve advisor experience; Contribute to strategic initiatives, training efforts, and continuous improvement of the sales platform

Requirements

Knowledge of insurance products, advanced case design, and distribution channels; Knowledge of sales processes, CRM systems, and pipeline management; Knowledge of financial advisor practices, client segmentation, and planning needs; Skill in building and maintaining strong advisor relationships (both virtual and in-person); Skill in consultative selling and influencing decision-making; Skill in managing a territory and prioritizing opportunities effectively; Skill in delivering polished presentations and product positioning; Ability to independently drive results while collaborating with a broader sales team; Ability to adapt messaging and strategies based on advisor sophistication and needs; Ability to balance internal responsibilities with external travel and engagement; Ability to demonstrate a proactive, growth-oriented sales mindset; 3–6+ years of experience in financial services, insurance sales, or wholesaling; State Insurance Licenses required; Series 7 required at time of hire or within a designated timeframe; Travel up to 50% within assigned territory

Nice to have

Bachelor's degree in Business, Marketing, or a related field; Prior experience in internal wholesaling or advisor-facing roles

Benefits

Medical, dental, and vision; Life insurance; Critical illness insurance and accident insurance; Disability benefits; Retirement savings; Paid time off (including vacation, holidays, and sick leave); Parental leave; Discretionary bonuses; Commissions