The External Wholesaler will develop and manage sales activities related to life insurance and other related products. Responsibilities include prospecting producers, maintaining relationships, achieving sales metrics, and collaborating with operations teams. The ideal candidate must be skilled in customer service and time management, and possess sales experience in the insurance industry.

The Regional Director is responsible for generating sales revenue by managing insurance sales opportunities. Duties include recruiting producers, maintaining relationships, developing a strategic business plan, achieving sales quotas, conducting seminars, and collaborating with operations teams while remaining aware of industry trends.

The Regional Insurance Strategist is responsible for building relationships and initiating sales of estate, business, charitable, and life insurance to Financial Advisors. The role involves assisting Advisors throughout the insurance underwriting process, producing sales proposals, and providing guidance on advanced life insurance concepts and marketing activities.