An SBIA Insurance Wholesaler (IW) is responsible for providing exceptional service to Financial Advisor’s (FA). The IW is responsible for proactively increasing insurance sales with their assigned FA’s in their book of business. Expected to be courteous, responsive, and professional in helping FAs with sales concepts, product specifications, underwriting, and general SBIA processes related to life insurance sales. Create Sales Illustrations and Carrier Comparison Spreadsheets based on the Financial Advisor’s (FA) request. Provide Advanced Case Design support for high-net-worth clients as required. Collaborate with internal partners during the Informal Shopping process by providing FA appropriate selection recommendation. Build and maintain long and productive relationships with client, FA, and business partners
Share ApplyStarted in 1985, SterlingBridge is a family-owned and operated full-service digital broker general agency insurance company, known for technical mastery, deep relationships with carriers and brokers, and concierge service. We make insurance easy because it can be – with the right tools and the right partner.