The VP of Sales drives the adoption of Apollo private assets and Vitera guaranteed income solutions among retirement advisors and recordkeeper partners. This role involves managing a territory, executing sales plans, and leading advisor education to meet annual sales targets.
The Insurance Advisor will assist prospective clients by assessing their needs, providing quotes, and managing the binding process to ensure a seamless experience. They will also maintain the existing book of business by providing ongoing support, handling inquiries, and guiding clients through the claims process.