Requirements

Candidates should possess external wholesaling experience, preferably with individual life insurance products, and demonstrate strong sales skills with excellent interpersonal and communication abilities. They must also have a strong results orientation, technical skills in using spreadsheets, word processing, e-mail, CRM, and other relevant software, and excellent time management skills. Furthermore, candidates need to be able to manage expenses effectively, be fiscally responsible and accountable, and obtain or possess life/health license and FINRA Series 6 & 63 securities registrations within six months. Finally, the ability to travel approximately 70% of the time and a prior four-year degree program are preferred qualifications.