Job Description

Job Description

Job Description

As an Associate Internal Wholesaler, you will be responsible for assisting with providing sales and marketing support to the Company’s distributors by preparing illustrations, providing software training and technical support and product information updates. This position is also responsible for building relationships and assisting with onboarding and education of new agents.

This position is located in the Houston, Texas Office. This is a hybrid eligible position with remote work consideration from Houston, Texas.

Description of Duties & Responsibilities of an Associate Internal Wholesaler:

• Assist Internal Wholesalers and/or Regional Vice Presidents to provide sales and product support to the distributors.
• Assist internal and external associates to coordinate activities, help follow up and facilitate marketing campaigns and communicate company programs and practices.
• Provide support to field associates and distributors and assist with the preparation of illustrations for all life insurance products and annuity products. Record illustration activity (phone log/CRM) for analysis.
• Make outbound calls and send emails to build relationships with field associates (brokerage case managers, sales representatives, producers and general agents) through follow up to assist with pending cases.
• Assist with illustration software quality assurance review. Work with the Actuarial and Marketing Department resources to perform illustration software testing when required. Clearly communicate results of software review/testing to Lead for action.
• Assist with the onboarding and education of new agents regarding SML products, services, and processes.
• Assist with providing product and illustration system support for field associates and distributors; provide orientation and software training for new distributors.
• Provide product information updates to outside vendors (e.g., iPipeline) as required. Maintain SML product availability and state required forms for distributors. Review forms database for accuracy and report to Lead.
• Assist with technical product support, provide guidance in the use of available web-based resources (agent portal) to field associates and distributors.
• Other duties and responsibilities as needed or assigned by management.

Required Skills & Experience of an Associate Internal Wholesaler:

• 1 to 2 years of related experience required.
• Experience in an insurance field required. Experience with life insurance products and sales experience is strongly preferred.
• Basic knowledge of Microsoft Office Suite required.
• Excellent written and verbal communication skills.
• Ability to operate general office equipment.
• Ability to perform work accurately and thoroughly.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.

Education Required : Associates degree in related field required.

Pay Range: $20.26 to $25.35 hourly

The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.

Visa sponsorship is not available for this position

Relocation assistance is not available for this position

Security Mutual is an Equal Opportunity Employer

About SML:

Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.

We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.

We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.

At Security Mutual our employees are among the Company’s most valued assets. We offer competitive salary and benefits and our work environment reflects the Company’s core values of trust, respect and integrity.

Federal & State Labor Law Posters

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