Wholesaler

Posted 3 Hours Ago
Be an Early Applicant
3 Locations
Remote
Mid level
Insurance
The Role
Remote wholesaler responsible for driving life insurance sales within assigned Edward Jones territories by building advisor relationships, identifying planning opportunities, managing cases from discovery through placement, meeting production quotas, partnering with internal teams, and maintaining CRM and sales activity metrics.
Summary Generated by Built In

Why Crump?

We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.

At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.

Job Summary

The Wholesaler - Edward Jones Channel serves as a consultative insurance sales professional responsible for driving life insurance sales growth, advisor engagement, and business development within assigned Edward Jones territories. This role proactively creates opportunities, influences advisor behavior, leads planning conversations, and manages opportunities from discovery through policy placement. Position is totally remote work from home.

Job Description

Key Responsibilities

  • Proactively drive insurance sales opportunities within assigned Edward Jones territories.
  • Build and deepen relationships with financial advisors to increase insurance awareness, activity, and production.
  • Lead client and advisor discovery conversations to identify insurance planning opportunities.
  • Own opportunities from initial identification through application, underwriting, and placement.
  • Achieve advisor activation, pipeline progression, revenue growth, and production goals.
  • Partner with internal teams to execute and place business efficiently.
  • Maintain CRM records and sales activity metrics.

Required Qualifications

  • Bachelor's degree or equivalent experience
  • Minimum 3 years successful life insurance sales experience
  • Active Life and Health Insurance License
  • Demonstrated sales success and quota attainment
  • Strong understanding of insurance planning concepts

Preferred Qualifications

  • Internal wholesaling or Insurance Strategist experience
  • FINRA registrations preferred
  • Experience supporting financial advisors or Edward Jones distribution

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.


Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].


Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.


Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.


Skills Required

  • Bachelor's degree or equivalent experience
  • Minimum 3 years successful life insurance sales experience
  • Active Life and Health Insurance License
  • Demonstrated sales success and quota attainment
  • Strong understanding of insurance planning concepts
  • Internal wholesaling or Insurance Strategist experience
  • FINRA registrations
  • Experience supporting financial advisors or Edward Jones distribution
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The Company
HQ: Harrisburg, Pennsylvania
803 Employees

What We Do

Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products, is part of Truist Insurance Holdings, Inc., the fifth-largest insurance broker in the United States.* Crump supports the distribution of life insurance, annuities, long term care, linked benefits, disability, and health products with the industry’s premier sales and back-office support and technology services, marketing under the following brands: Crump, Truist Life Insurance Services, and Tellus. * Source: Business Insurance Magazine Our culture focuses on embracing diversity and inclusion while fostering a “place I want to be” environment for teammates. We are a high-performance organization that values our teammates’ contributions to our success. All social media postings by Crump and related entities are for insurance professional use only. They are not intended to be used in the solicitation of sales to the public nor are they intended to support the recommendation of any product or strategy for any particular client or class of clients. They are for use with non-registered products only. Crump operates under the license of Crump Life Insurance Services Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.

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