Careers at UFC

The Internal Wholesaler works within the corporate environment and is responsible for increasing sales through direct contact with financial advisors, lead generation, external wholesaler support and leveraging broker dealer relationships. The primary focus of this position is placing outbound calls to increase the territory’s sales goals. Outbound calls will consist of prospecting and retention of producers. Inbound calls will deal with product recommendation, sales support and closing sales.

Please email resumes to
or fax to 727-279-2894

Essential Job Duties & Responsibilities:

  • Make proactive phone calls to brokers and financial planners to share sales ideas, provide product information and offer sales support to increase sales
  • Provide broker support for life and annuity product concept design inquiries and service needs
  • Create illustrations and follow up on as necessary
  • Assist in the recruitment of new brokers by asking for referrals and arranging meetings for the external wholesalers
  • Work with external wholesalers to continue to develop territories
  • Answer broker questions regarding basic underwriting and case processing inquiries
  • Assist brokers with company website navigation and content
  • Assist in the promotion of broker seminars, training and webinars
  • Engage producers in cross selling opportunities to annuities, long term care and disability income with existing clients
  • Remit marketing administrative tools to brokers, such as marketing kits and applications and follow up on as necessary
  • Maintain proactive contact with brokers, affiliates and carriers to ensure optimum working relationships
  • Remain current regarding insurance product updates and changes
  • Partner with other sales staff to discuss sales and marketing strategies
  • Provide input and help manage contact for company website and e-newsletter
  • Uphold departmental standards, goals and targets in support of the company’s overall growth
  • Complete assigned projects in a timely manner
  • Record activities and sales opportunities into CRM system and manage data for follow up and reporting

Qualifications: Skills & Abilities

  • Positive and upbeat attitude
  • Comfortable with talking on the phone as a primary activity
  • Exceptional customer-focus with an emphasis on relationship building
  • Professional, ethical and committed to excellence in both oral and written communications
  • Ability to collaborate and work effectively with others
  • Tact, diplomacy and sensitivity regarding the handling of confidential information
  • Excellent organizational skills, work prioritization and follow-through ability
  • Strong attention to detail and results-orientation
  • Strong ability to resolve issues using sound judgment and reasoning skills
  • Manage a variety of responsibilities with constantly changing priorities
  • Ability to work independently and take initiative
  • Assertive and motivated to generate results
  • Ability to employ creative and innovative thought processes
  • Ability to be flexible and adaptable
  • Ability to learn and understand the full range of life and annuity insurance products and services offered, and to discuss this information effectively and proactively with clients
  • Ability to retain and recall detailed and complex regulatory information
  • Professional, effective and creative presentation skills

Qualifications: Education & Experience

  • College Education/Equivalent Work Experience
  • 2 to 3 years of sales-orientated work experience
  • Knowledge of financial industry
  • Proficiency in Microsoft Windows, Word, Excel, PowerPoint, Outlook, Constant Contact, and CRM systems
  • Prefer candidates possessing Series 6, 63 and Life insurance license. If not currently holding licenses, must be able to obtain within 6 months of hire date