Position Overview

Responsibilities

• Heavy emphasis on pro-active marketing via outbound calls and emails to uncover life insurance sales opportunities with their assigned FAs.
• Follow assigned marketing campaigns and follow through with live contact with their assigned FAs.
• Facilitate sales concept training with assigned FAs via webinars.
• Generate accurate illustrations and carrier comparison spreadsheets that assist in the sales and solicitation of insurance products by FA to prospects and clients. Offer counter recommendations when needed.
• Respond to client and FA needs within the standard SLA. Determine the productive value of a conversation about managing time effectively.
• Assist FA with high-net-worth client’s case design by recommending strategies that can help grow and protect their client’s assets and meet their wealth transfer and legacy goals.
• Keep up to date with recent market and industry trends, competitors, and leading customer strategies.
• Provide mentoring and coaching to less experienced team members.
• Inform management immediately of all situations requiring action and resolutions.
• Proactively deliver pertinent information and services.
• Monitor and manage workflow to ensure that a consistently high-quality service is being delivered by the organization. Identify needs and areas for improvement to the service relationship.
• Any and all other related duties as assigned or required

Qualifications

• Bachelor’s Degree and three (3) or more years of Life Insurance Experience or equivalent combination.
• Two (2) years experience in supporting the sales efforts of Financial Advisors of a full-service broker-dealer
• Current Life, Accident & Health License, FINRA Series 6 and 63 or ability to obtain within 120 days of hire
• IT and computer systems skills including the ability quickly learn new programs
• Analytical skills including data compilation and calculation
• Excellent communication skills both written and verbal
• Effective time management ability to multitask
• Ability to work independently with minimal supervision