External Insurance Wholesaler
2 days ago
Description
• Proactively handle relationships with key advisors and intermediaries. • Provide product training, case consultation, and joint field work. • Identify opportunities and activities to generate profitable business growth. • Develop and execute business development plans and dynamic sales meetings. • Assist in developing marketing support and new sales ideas.
Requirements
• Previous industry sales experience. • University Degree or equivalent industry education. • Knowledge and expertise in personal and corporate taxation and financial planning. • Attained or working on relevant professional designations (CLU, CFP, and CH.F.C.). • Knowledge of regulatory issues impacting the sale of life insurance. • Strong influencing and negotiation skills.
Benefits
• Wide array of customizable benefits including health, dental, mental health, and vision coverage. • Short- and long-term disability, life and AD&D insurance coverage. • Adoption/surrogacy and wellness benefits. • Employee/family assistance plans. • Various retirement savings plans, including pension, with employer matching contributions. • Generous paid time off program and statutory leaves of absence.
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