Regional Wholesaler

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people 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, and we work every day to make the world a better place. 

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers  

ESSENTIAL FUNCTIONS

35% Provides internal sales support to assigned region and Regional Vice Presidents, which includes:

• Provides Assurity product and process training virtually for distribution;
• Providing product knowledge and sales ideas via phone;
• Handling and prioritizing incoming calls and emails with efficient and effective time management;
• Providing more sophisticated product illustrations and explaining detailed product features and benefits;
• Gaining and maintaining an in-depth knowledge of products, Home Office processes, and sales strategies;
• Gaining full working knowledge of internal processes for underwriting, policy submit/issue, claims, client services, contracting and licensing, accounting, and commissions;
• Assisting the Regional Vice Presidents in developing strategies for marketing within the assigned territories;
• Maintaining close working contact with Regional Vice Presidents to ensure deliverables and commitments are handled – maintains regular and frequent contact with the assigned Regional Vice President;
• Developing and maintaining knowledge and remaining current on industry trends and competitors.

25% Tracks and maintains schedules for travel and meetings effectiveness, which includes:

• Coordinating the “territory team” to assure good territory strategy and action; and
• Coordinating and supporting all follow up activity in partnership with Regional Vice Presidents because of a visit to a distributor.

25% Initiates calls to distributors to set up meetings, which includes:

• Generating new sales through qualifying, prospecting and education of products and services;
• Utilizing HubSpot for basic territory management and contact management reporting;
• Preparing and distributing illustrations, power point presentations; and
• Scheduling meetings, preparing agenda and itineraries.

15% Performs other functions as assigned, which includes:

• Preparing reports;
• Coordinating schedules with Regional Vice President; and
• Tracking territory activity.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

• Two to four years’ experience in business, sales or related field required.
• Consistent and reliable attendance is an essential function to this position.
• Familiarity with the insurance industry and products required.
• Professional oral and written communication skills required.
• Self-motivated individual who initiates action
• High energy and collaborative style
• Decision-making ability required.
• Word processing, spreadsheet software and power point proficiency required.
• Multilingual candidates, particularly those fluent in Spanish, preferred. 
• Talent required in focus, responsibility, discipline, belief, personalizer, relator, sophistication, critical thinking, business sense, communication, courage, persuasion, pride, and achiever.

EDUCATION AND CERTIFICATION REQUIREMENTS

• Bachelor’s degree in business or equivalent in related field preferred. 

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• May require work more than 40 hours a week to complete functions of position.
• May require occasional travel with Regional Vice Presidents.
• Note: We are not currently considering applicants in CA, CO, DC, HI, IL, MA, MD, MN, NJ, NY, VT, WA, for this position.