GBU Life

About the Company

GBU Financial Life (GBU) was founded on April 13, 1892, as a not-for-profit fraternal organization in Pittsburgh, Pennsylvania. The purpose of formation was to provide financial security and social activities to its members. Today, GBU offers life insurance products, retirement savings programs and unique member benefits for all ages. GBU encourages and supports community and patriotic groups and events through GBU’s local district system. Charitable, recreational and social activities are offered for the entire family. Each year GBU ships care packages to overseas military personnel through its support program OPERATION REACH OUT. In recent years, GBU has actively supported many national charitable organizations: Habitat for Humanity, Ronald McDonald House Charities, American Cancer Society and the Red Cross, along with many local food banks and community projects.

Listed Jobs

Company Name

GBU Life

Job Title

Internal Wholesaler

Job Description

**Job Title:** Internal Wholesaler **Role Summary:** Oversees recruitment of independent agents into a financial services network by building advisor relationships, driving sales activities, and ensuring compliance with sales and operational standards. **Expectations:** Achieve sales and sales activity goals; proactively manage scheduling and client needs; collaborate across teams to identify and pursue business opportunities. **Key Responsibilities:** - Recruit and educate advisors on financial products/services. - Prepare sales materials, agendas, and presentations for training and client meetings. - Identify and advance prospects through the sales cycle; profile advisors for business alignment. - Collaborate with external wholesalers and regional sales managers (RSMs) to strategize and support sales activities. - Resolve client issues with operations and marketing teams; execute risk management controls. - Maintain compliance with corporate policies, regulatory requirements, and enterprise risk frameworks. **Required Skills:** - Bachelor’s degree (BA/BS) or 4+ years equivalent experience in financial services. - Demonstrated expertise in CRM software (e.g., Salesforce), Microsoft Office Suite, and SharePoint. - Strong organizational and time-management skills; ability to manage calendars and resolve scheduling conflicts. - Proven problem-solving capabilities and attention to detail. - Strong communication skills for client and team collaboration. - Self-starter with adaptability for fast-paced environments. **Required Education & Certifications:** - Bachelor’s degree (or 4+ years related experience). - Financial services industry experience (5+ years). - Insurance licenses preferred (not mandatory).

Pittsburgh, United states

Hybrid

Mid level

07-11-2025