Job Description

Wholehan Marketing is a family-owned insurance field marketing organization that offers a consultative approach to case design, product solutions, underwriting and suitability guidance to support our advisor clients nationwide. Since 1987, Wholehan Marketing has grown into one of the most well respected independently-owned brokerage agencies– serving insurance agents, financial advisors, and registered representatives all in an effort to help grow their business. With our knowledge, attention to detail, and our relationships with more than 80 insurance carriers, Wholehan Marketing provides support to take businesses to the next level! With offices in Toledo, Ohio and Tampa, Florida, Wholehan Marketing is committed to attracting and retaining top talent in a team environment that is both supportive and collaborative.

This role will provide sales support to our annuity sales team throughout the day, along with assisting with other office administrative tasks. This is a full-time position in our Tampa, FL office.. Hours of operation are Monday through Friday, 8:30am – 5:00pm. This is a non-selling role.

What You’ll Do: · Track and nurture new and existing prospects · Assist our Regional VP with day-to-day activities · Communicate with incoming prospects, and schedule calls/meetings for our RVP and owner. Provide necessary follow-up as needed · Answer incoming calls and make proper connections · Provide general information and assistance to prospects/clients · Additional administrative tasks, and projects, as needed.

What We’re Looking For: · Excellent interpersonal skills: must be patient, self-motivated, and a problem-solver · Enjoys working with a collaborative, dynamic team in a fast-paced environment · Great attention to detail, strong organizational skills, and understanding of data-driven systems · Interest in annuities and/or background in financial services · Positively represents our company brand

Job Type: Full-time

Pay: $15.00 - $17.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday
• No weekends

Ability to commute/relocate:

• Tampa, FL 33617: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• annuity: 1 year (Required)
• Sales administration: 1 year (Required)

License/Certification:

• Life Insurance License (Preferred)

Work Location: One location

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