The Sales Support Associate produces qualified illustrations and provides presale support to meet producer objectives. They are responsible for maintaining carrier product knowledge, documenting sales activities in a CRM, and ensuring timely turnaround on illustration requests.
The Regional Director is responsible for generating sales revenue to meet quotas by prospecting, recruiting producers, and managing insurance sales opportunities. They must also develop business plans, maintain sales metrics, and coordinate with internal teams to ensure policy placement and customer satisfaction.
The Sales Development Specialist conducts targeted phone-based marketing campaigns to generate business development opportunities with financial professionals. They also manage client profiles in the CRM, provide training on digital tools, and collaborate with sales partners to drive growth.
The Insurance Strategist will lead clients through financial discovery and sell life, long-term care, and disability insurance products. They are responsible for managing sales activities, handling incoming referrals, and guiding cases through the underwriting process.
The Internal Insurance Strategist is responsible for selling life, long-term care, and disability insurance to clients and advisors within the Financial Institutions channel. They manage the full sales cycle, from conducting discovery calls and explaining product solutions to overseeing the underwriting process.
The role involves building relationships and initiating sales of life insurance concepts to high net worth clients within assigned territories. You will also assist advisors in developing financial plans and navigating the life insurance underwriting process.
Provide life insurance producers with advanced planning and illustration support to generate sales. This includes designing complex cases, creating marketing tools, and acting as a liaison between financial institutions and carriers.
Produces qualified insurance illustrations and provides presale support to meet producer objectives. Maintains detailed product and carrier knowledge while documenting sales activity within a CRM system.
The role involves providing advanced planning and illustration support to life insurance producers to help generate sales, which includes understanding complex planning concepts and developing marketing tools. Essential functions also include conducting advanced sales case design, research, and development while acting as a liaison between various financial and carrier entities.
