The Marketing Specialist manages projects and develops marketing materials to support business objectives for assigned units. They serve as a marketing partner to business leaders, creating plans and deliverables while ensuring compliance with branding and regulatory requirements.
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.
The Sales Support Associate produces qualified illustrations and provides presale support to meet producer objectives. They are responsible for maintaining carrier product knowledge and documenting sales activities within a CRM system.
The role involves responding to AXA Advisor inquiries regarding in-force policies, processing service requests, and managing agent of record changes. It requires maintaining positive relationships with carrier representatives and ensuring accurate documentation of all transactions.
Drive sales and revenue growth within assigned channels by developing effective business plans and sales strategies. Provide leadership and direction to sales teams through performance management, coaching, and strategic operational planning.
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 is responsible for evaluating and placing insurance risks by reviewing medical records, financial history, and agent information to determine the best product and premium solution, often managing larger, more complex cases. This involves maintaining primary ownership of informally underwritten cases, engaging in frequent communication with agents and carriers, and negotiating competitive offers.
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.
The role involves building relationships and initiating new sales by selling estate, business, charitable, and life insurance concepts to Advisors, assisting them with client sales, and supporting the underwriting process post-sale. This includes case design, product recommendations, utilizing advanced marketing tools, and presenting life insurance concepts within the assigned territory.
