Internal Wholesaler Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Successful Internal Wholesaler with a 16-year record of achievement in sales and service-related financial services. In-depth understanding of practices, regulations and customer requirements in the insurance industry. Seeking to apply strong relationship-building, multitasking and problem-solving skills in a fast-paced position.

  • Market trend expertise
  • Sales and negotiations
  • Promotional campaigns
  • Product and service knowledge
  • Relationship building
  • Data collection
  • Organizational skills
  • Influencing business growth
  • Production-oriented
12/2007 to 04/2020 Internal Wholesaler Adp | Poughkeepsie, NY,
  • Managed complex targeted promotional campaigns resulting in over $16,000,000 in annuity sales.
  • Helped internal and external business partners by providing specific expertise and tactical support.
  • Documented vital procurement information and updates in SalesLogic.
  • Educated customers about product features and technical details to highlight benefits and correct misunderstandings.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Developed relationships with customers and presented promotions that increased sales and profit.
  • Leveraged trends in customer industries and marketplaces to shape value-added solutions and approaches for key audiences.
  • Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
  • Capitalized on growth and expanded opportunities by maintaining thorough and current knowledge of all products, competitive offerings and market developments.
  • Networked to build client base and promote products to new and existing clients.
  • Consulted with long-term, new and prospective customers to understand needs and propose ideal solutions.
  • Trained all new sales employees on effective sales, service and operational strategies to maximize team performance.
  • Surpassed annual sales goals by 50% by cross-selling and promoting additional products.
  • Collaborated with fellow sales team and new business team to achieve group targets, frequently exceeding quotas 50% or more.
  • Built and maintained effective relationships with brokers and carrier home office members to drive team success toward common sales, service and operational goals.
  • Drove sales of Hybrid LTC and Linked Benefit products by applying proactive nature, knowledge of customer preferences and active listening skills.
  • Participated in continuing education programs and product workshops to enhance training and knowledge.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Created documents comparing all offered products and prices to improve agents with the ability to quickly prepare presentations.
  • Prepared tens of thousands of Life Insurance, Disability, Long Term Care and Annuity quotes producing over $60,000,000 in target premium.
12/2005 to 12/2007 New Business Case Manager Thrivent Financial For Lutherans | Helena, MT,
  • Facilitated ongoing case management services to support successful outcomes and meet annual sales goals.
  • Constructed case notes and comprehensive reports, including data entry into SalesLogic.
  • Cooperated with paramedical service providers and medical record copying services to insure quick turnaround of all medical requirements.
  • Provided quick turnaround time when customers called with questions, usually within 15 minutes.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Helped average of 50 customers per day by responding to inquiries and locating products.
  • Managed sales transactions with revenue stream of $3,000,000 annually.
  • Worked with vendors and customers to optimize delivery schedules and promote satisfaction.
12/2003 to 12/2005 Client Relationship Manager Advent Software | Kaysville, UT,
  • Maintained existing client relationships by cultivating open and positive dialogue, ensuring high-quality service, and following up after sales close.
  • Received, responded to and resolved customer issues or complaints in timely and efficient manner.
  • Built customer confidence by actively listening to needs and concerns and providing appropriate solutions.
  • Contacted customers via phone and email to explore connections, offer services and cement relationships.
  • Created and directed sales team training and development programs.
  • Prepared and processed carrier licensing, contracting and appointment applications for new and existing brokers.
  • Handled inbound sales calls and reached out to potential customers to answer questions and set appointments.
Education and Training
Expected in 05/2002 Bachelor of Arts | History Virginia Military Institute, Lexington, VA GPA:

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Resume Strength

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Resume Overview

School Attended
  • Virginia Military Institute
Job Titles Held:
  • Internal Wholesaler
  • New Business Case Manager
  • Client Relationship Manager
  • Bachelor of Arts

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