Life Insurance β’ Annuities β’ High-Net-Worth Market Expertise β’ Wholesale and Point of Sale Support
51 - 200
September 15
Life Insurance β’ Annuities β’ High-Net-Worth Market Expertise β’ Wholesale and Point of Sale Support
51 - 200
β’ Establishing and maintaining strategic national, regional, and local relationships within the territory β’ Fact-finding and prospecting with assigned advisors to maximize sales results β’ Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes β’ Providing illustration, case, and product design support with assigned advisors β’ Assisting advisors at the point of sale during client meetings β’ Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships
β’ 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies β’ Experience conducting point of sale life insurance sales a plus β’ Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred β’ Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning β’ Series 6 or 7, Series 63, and appropriate life insurance licenses
β’ Competitive total reward package based on individual and company performance β’ Flexibility to help employees balance work and personal time
Apply NowSeptember 15
10,000+
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