Associate, Internal Wholesale Insurance Representative
Founded in 1999, MVP Financial Services solves real-life problems for Americans by fulfilling the important and significant need that life insurance plays. As a growing organization, we look for team members that have their own stories to tell and life experiences to share. Team members have faith and confidence in their ability to guide clients through unique situations with precision and attainable real-life solutions.
Our vision is to innovate and bring exciting solutions to our industry and market. We have a national distribution focus and are a growing organization driven by a relentless desire to create value. Through innovation and access to new markets, we are focused on achieving steady, sustainable, ethical growth, and to make a difference in the lives of clients, the financial professionals we support, ultimately providing consumers the financial security they seek and deserve. Based in Chicago, IL, we have offices in Illinois, Wisconsin, North Dakota, Texas, California, and Nevada, and we will open further locations.
We are committed to providing cutting-edge protection and income solutions to financial professionals and fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. Our products and solutions provide insurance solutions often missing in delivering financial advice to clients.
To further our commitment to quality insurance products and services, we are a member of a national insurance marketing organization (IMO), providing MVP and our advisors with appointments to all the key and leading insurance carriers needed to provide quality insurance solutions. We are also members of the National Association of Independent Life Brokerage Agencies (NAILBA) and other key national industry organizations.
We are an inclusive workplace, focused on attracting and retaining talented individuals. MVP provides valuable solutions that meet the needs of our advisors and deliver on our mission of helping more people achieve financial security.
We are seeking a passionate, high-performing associate to join our growing team to support our various regional practice groups, and you will have the opportunity to grow into your own practice group as you develop your skills. Are you that person?
The Associate, Wholesale Insurance position is responsible for working alongside practice group leaders and providing product illustrations, insurance case design, broker follow up and more to build relationships with licensed financial advisors and insurance professionals, and other partners to grow insurance sales. The ideal candidates should have experience working within independent and institutional channels and a proven track record of building strong relationships. In addition, you may be called upon to assist with policy services and new broker onboarding as our practices expand.
The successful candidate will be personable, problem solving, detail oriented, responsive team player who is motivated by setting, achieving and exceeding customer satisfaction goals as well as sales goals. Daily activities include taking inbound sales calls, making proactive outbound follow up calls, responding to requests for insurance quotes requests, understanding and explaining products and their use in case design. Comfortable and proficient using emails, phone calls, and Zoom/virtual presentations to advisors. There is an expectation this person will identify, develop and pursue multiple and varied opportunities to promote MVP Financial companies and their life, disability, annuity, and long term care products.
Responsibility is to assist in deepening and expanding relationships with existing MVP Financial advisors and their associates, as well as with centers of influence. You will become proficient in using tools such as Ebix Smart Office, Winflex, LifeTrends, Techficient, and other software, and become familiar with underwriting guidelines, definitions, practices and procedures of the various insurance carriers.
Resident State Insurance Licenses (Life, Health, Variable) are necessary for this position, and must be obtained within 60 days of commencing employment. Securities licensure (minimum Series 6 and 63) is also helpful for this position. We offer an office environment with some flexibility for work-from-home, and candidates have the option of working from Madison WI, Oak Brook, IL, or San Diego, CA offices.
Key Responsibilities:
- Assist practice group leaders in collaborating with licensed professionals to incorporate insurance and protection products into their client's financial plans;
- Work in conjunction with the internal support team to p rospect, profile and manage assigned relationships and to generate revenue by phone canvassing, foot canvassing, vertical marketing, and developing referrals;
- Focus on high producing relationships to improve retention and increase productivity;
- Provide concept and p roduct education;
- Conduct meetings, seminars and training workshops to current and prospective relationships to increase the knowledge of available product lines and articulate our national marketing value proposition;
- Develop a Business Plan with Sales Leadership that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota;
- Demonstrates technical selling skills and product knowledge in areas of life, annuity, Long-Term Care, and disability income product lines;
- Maintain a constant focus on developing new relationships to foster sales growth;
- Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face); and
- Performs other duties as assigned by management.
- Meet, or exceed, activity metrics and recruiting goals;
- Maintain Outlook Calendar and CRM system;
- Meeting detail and notes should be entered directly following appointment (activity notes should include topic of conversation, case information, next steps for internal support follow-up, and date of next scheduled appointment/event);
- Meet or exceed the minimum production standards (updated as needed to reflect current opportunity);
- Weekly planning/review meeting with internal partners; and
- Effectively manage travel & expense budget to grow sales.
Founded in 1999, MVP Financial Services solves real-life problems for Americans by fulfilling the important and significant need that life insurance plays. As a growing organization, we look for team members that have their own stories to tell and life experiences to share. Team members have faith and confidence in their ability to guide clients through unique situations with precision and attainable real-life solutions.
Our vision is to innovate and bring exciting solutions to our industry and market. We have a national distribution focus and are a growing organization driven by a relentless desire to create value. Through innovation and access to new markets, we are focused on achieving steady, sustainable, ethical growth, and to make a difference in the lives of clients, the financial professionals we support, ultimately providing consumers the financial security they seek and deserve. Based in Chicago, IL, we have offices in Illinois, Wisconsin, North Dakota, Texas, California, and Nevada, and we will open further locations.
We are committed to providing cutting-edge protection and income solutions to financial professionals and fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. Our products and solutions provide insurance solutions often missing in delivering financial advice to clients.
To further our commitment to quality insurance products and services, we are a member of a national insurance marketing organization (IMO), providing MVP and our advisors with appointments to all the key and leading insurance carriers needed to provide quality insurance solutions. We are also members of the National Association of Independent Life Brokerage Agencies (NAILBA) and other key national industry organizations.
We are an inclusive workplace, focused on attracting and retaining talented individuals. MVP provides valuable solutions that meet the needs of our advisors and deliver on our mission of helping more people achieve financial security.
We are seeking a passionate, high-performing associate to join our growing team to support our various regional practice groups, and you will have the opportunity to grow into your own practice group as you develop your skills. Are you that person?
The Associate, Wholesale Insurance position is responsible for working alongside practice group leaders and providing product illustrations, insurance case design, broker follow up and more to build relationships with licensed financial advisors and insurance professionals, and other partners to grow insurance sales. The ideal candidates should have experience working within independent and institutional channels and a proven track record of building strong relationships. In addition, you may be called upon to assist with policy services and new broker onboarding as our practices expand.
The successful candidate will be personable, problem solving, detail oriented, responsive team player who is motivated by setting, achieving and exceeding customer satisfaction goals as well as sales goals. Daily activities include taking inbound sales calls, making proactive outbound follow up calls, responding to requests for insurance quotes requests, understanding and explaining products and their use in case design. Comfortable and proficient using emails, phone calls, and Zoom/virtual presentations to advisors. There is an expectation this person will identify, develop and pursue multiple and varied opportunities to promote MVP Financial companies and their life, disability, annuity, and long term care products.
Responsibility is to assist in deepening and expanding relationships with existing MVP Financial advisors and their associates, as well as with centers of influence. You will become proficient in using tools such as Ebix Smart Office, Winflex, LifeTrends, Techficient, and other software, and become familiar with underwriting guidelines, definitions, practices and procedures of the various insurance carriers.
Resident State Insurance Licenses (Life, Health, Variable) are necessary for this position, and must be obtained within 60 days of commencing employment. Securities licensure (minimum Series 6 and 63) is also helpful for this position. We offer an office environment with some flexibility for work-from-home, and candidates have the option of working from Madison WI, Oak Brook, IL, or San Diego, CA offices.
Key Responsibilities:
- Assist practice group leaders in collaborating with licensed professionals to incorporate insurance and protection products into their client's financial plans;
- Work in conjunction with the internal support team to p rospect, profile and manage assigned relationships and to generate revenue by phone canvassing, foot canvassing, vertical marketing, and developing referrals;
- Focus on high producing relationships to improve retention and increase productivity;
- Provide concept and p roduct education;
- Conduct meetings, seminars and training workshops to current and prospective relationships to increase the knowledge of available product lines and articulate our national marketing value proposition;
- Develop a Business Plan with Sales Leadership that details activities to be followed during the fiscal year, which will focus on producing or exceeding quota;
- Demonstrates technical selling skills and product knowledge in areas of life, annuity, Long-Term Care, and disability income product lines;
- Maintain a constant focus on developing new relationships to foster sales growth;
- Provide competitive intelligence to sales and product management on a regular basis, as well as reporting and managing contacts (face-to-face); and
- Performs other duties as assigned by management.
Key Expectations: - Meet, or exceed, activity metrics and recruiting goals;
- Maintain Outlook Calendar and CRM system;
- Meeting detail and notes should be entered directly following appointment (activity notes should include topic of conversation, case information, next steps for internal support follow-up, and date of next scheduled appointment/event);
- Meet or exceed the minimum production standards (updated as needed to reflect current opportunity);
- Weekly planning/review meeting with internal partners; and
- Effectively manage travel & expense budget to grow sales.
Necessary Skills and Competencies (The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) - Bachelor's degree in business or equivalent education and relevant experience;
- Effective interpersonal and written communication skills;
- Ability to provide excellent customer service to both internal and external customers;
- Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously;
- Capable of working independently as well as in a team environment;
- Experience with PC's in a Windows environment;
- Knowledge and experience in insurance products and case design
- Excellent knowledge of sales process;
- Ability to build, manage and develop strong interpersonal relationships;
- Excellent prospecting, presentation, and conceptual selling skills;
- Ability to display maturity, competitiveness, and good work ethic; and
- Knowledge of life insurance products and their applications in estate, retirement, and business planning.
Qualifications and Licenses: - A BA/BS degree in business/finance/marketing desired or equivalent work experience;
- Prior success as a Sales Associate with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas or experience in the financial services industry with proven proficiency in product and industry knowledge;
- Active state life and health insurance licenses ,
- FINRA Series 6 (and Series 63 are desirable but not required
- 3+ years industry experience; and
- Strong interpersonal, written, and verbal communication skills are required.
Compensation: - Commensurate with experience, but based on a modest base salary with unlimited earnings through commissions;
- 401(k);
- Health, dental, vision, disability, and life insurance;
- Flexible schedule;
- Flexible spending account;
- Health savings account; and
- Paid time off.
MVP Financial Services, LLC is a wholly-owned subsidiary of Dynamique Financial, LLC which is a disability-diverse business that supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.We are a drug free workplace.
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