The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Concourse Distributors has an exciting sales opportunity in the financial services industry as an External Point of Sale Life Wholesaler while calling on Edward Jones Financial Advisors in the Southern California Territory.

Responsibilities

Point of sale wholesaling with Edward Jones Financial Advisors and their clients

Participation in and lead public seminars

Provide client solutions and sales support to Edward Jones branch offices

Responsible for territorial routing, scheduling priorities, production projections, production goals and manage expense budget.

Develop and maintain a positive working relationship with the FA’s, Regional Leadership and Branch office Administrators. 

Business analysis and development of territorial sales plans to achieve new business objectives on a profitable basis

Strong desire to be successful 

Required Qualifications

Demonstrated history of successful life insurance sales in a point of sale or retail environment

Strong disciplined work ethic with a record of executing sales plans and achieving sales goals

Well-developed organizational skills and the ability to successfully manage multiple issues.

Attention to detail and quality of service in all aspects of relationship management

Excellent customer service skills. Ability to quickly identify and respond to internal and external customer needs

Promptly resolves internal and external customer problems with an ability to overcome obstacles in general

A strong sense of urgency and a desire to succeed

Strong background of fully underwritten and permanent life sales strategies

Ability to travel within assigned territory at least 50% of the time

State Life & Health license required

Series 6 & 63 license required

Employee Benefits:

  We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability

:If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.