Account Executive/External Wholesaler
The James Allen Companies Inc.
External Wholesaler
Overview
A leading wholesale distributor of life insurance, long-term care insurance, and annuities, exclusively serving financial service professionals. Clients partner with the organization to access highly rated carriers, advanced planning expertise, industry-leading technology, and comprehensive back-office support.
Core Values
- Client-Centric Approach: Prioritizing client needs in every recommendation.
- Exceeding Expectations: Delivering responsive, high-standard service.
- Ownership and Autonomy: Taking responsibility and working independently to fulfill commitments.
- Professionalism: Providing exceptional and professional experiences.
- Collaboration: Leveraging teamwork to achieve shared goals.
- Structure and Organization: Maintaining consistency and reliability through strong organizational skills.
The Role
This role involves building relationships with insurance and financial advisors to support clients’ wealth protection and transfer planning needs. By leveraging advanced tools and resources, the candidate will connect with financial planners, property and casualty agents, CPAs, and others through personalized meetings and group presentations.
Ideal Candidate Profile
- Experience in retail or wholesale life insurance.
- Motivated self-starter with strong relationship-building skills.
- Highly organized, results-driven, and collaborative.
- Holds a life/health insurance license (Series 6 or higher preferred).
Training and Compensation
Comprehensive hands-on training is provided, including mentorship and a clear roadmap for success through proven systems. The compensation package includes a competitive base salary with incentives, healthcare coverage, retirement matching, and full support for equipment and expenses.