The Protection Plan Consultant is responsible for driving revenue through effective territory management, recruiting new producers, and maintaining relationships with financial institutions. They act as a leader and educator for advisors, ensuring they are equipped to present insurance and retirement solutions to clients.
The Retirement Income Specialist will develop and execute business plans to meet revenue goals by maintaining strong relationships with financial advisors and acquiring new business. They are responsible for providing superior service, delivering product presentations, and driving sales through proactive outreach and marketing activities.
