Financial Services β’ Investment Management β’ Life Insurance β’ Retirement Benefits β’ Group Benefits
10,000+
Yesterday
Financial Services β’ Investment Management β’ Life Insurance β’ Retirement Benefits β’ Group Benefits
10,000+
β’ Responsible for educating and partnering with advisors β’ Transition non-producing to producing advisors β’ Identify sales opportunities β’ Provide case design input β’ Run illustrations and close cases with advisors β’ Support PP External wholesaler to drive sales in their territory β’ Develop Marketing campaigns and Promotional mailings.
β’ 3-5 years Sales Experience (Life or Annuities) β’ 2+ years Case Design Experience β’ Self-motivated with a sales mentality and acumen β’ Strong executive presence β’ Strong interpersonal skills β’ Entrepreneurial mindset β’ Ability to travel up to 50% of the time β’ Ability to collaborate effectively with internal partners β’ Life & Health license / FINRA Series 6 and 63 β’ State Insurance Licensed β’ Salesforce.com experience a plus β’ Professional designations such as CFP, CLU, ChFC preferred.
β’ Market competitive base salaries, with a yearly bonus potential at every level β’ Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave β’ Retirement plans: 401(k) plan with company match (up to 4%), company-funded pension plan β’ Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs β’ Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. β’ Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations. β’ Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
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