Oliver James Associates Ltd.
# External Wholesaler, LifeExternal Wholesaler, LifeSalary$NegotiableLocationMinnesota, USAContractPermanentIndustryLife Insurance---ContactHonor GoldbergHonor.Goldberg@oliverjames.com**Overview**
We are seeking an experienced External Life Insurance Wholesaler to drive new sales and deepen distribution relationships across an assigned territory. This role focuses on partnering with financial advisors, independent broker-dealers, RIAs, agencies, and institutional distribution partners to position our life insurance solutions and support their business growth.You’ll serve as a consultative resource-educating advisors on product design, advanced planning concepts, and case strategies-while collaborating closely with your Internal Wholesaler to manage pipelines and deliver outstanding field support.**Key Responsibilities*** Develop and execute a territory plan to achieve life insurance sales goals.* Build strong relationships with financial advisors, agencies, and distribution partners.* Conduct in-person meetings, branch trainings, webinars, and industry events.* Present product solutions across permanent, term, IUL, and protection/wealth-transfer strategies.* Consult with advisors on case design, underwriting expectations, and competitive positioning.* Partner with Internal Wholesaler to drive lead generation, follow-ups, and pipeline activity.* Maintain accurate CRM records, forecasts, and activity reporting.* Stay current on market trends, tax/regulatory developments, and competitor offerings.* Represent the company brand with professionalism and integrity in the field. #J-18808-Ljbffr
We are seeking an experienced External Life Insurance Wholesaler to drive new sales and deepen distribution relationships across an assigned territory. This role focuses on partnering with financial advisors, independent broker-dealers, RIAs, agencies, and institutional distribution partners to position our life insurance solutions and support their business growth.You’ll serve as a consultative resource-educating advisors on product design, advanced planning concepts, and case strategies-while collaborating closely with your Internal Wholesaler to manage pipelines and deliver outstanding field support.**Key Responsibilities*** Develop and execute a territory plan to achieve life insurance sales goals.* Build strong relationships with financial advisors, agencies, and distribution partners.* Conduct in-person meetings, branch trainings, webinars, and industry events.* Present product solutions across permanent, term, IUL, and protection/wealth-transfer strategies.* Consult with advisors on case design, underwriting expectations, and competitive positioning.* Partner with Internal Wholesaler to drive lead generation, follow-ups, and pipeline activity.* Maintain accurate CRM records, forecasts, and activity reporting.* Stay current on market trends, tax/regulatory developments, and competitor offerings.* Represent the company brand with professionalism and integrity in the field. #J-18808-Ljbffr