Develop and create new business brokerage and sales activity by distributing annuity products to agents nationwide. Maintain proactive sales relationships, manage sales production metrics, and collaborate with internal operations teams to ensure policy placement.
The Internal Insurance Strategist is responsible for selling life insurance and annuity products to clients and advisors within the Financial Institutions channel. They will lead discovery sessions, manage the underwriting process, and provide expert guidance on various insurance solutions.
The Vice President of Sales is responsible for driving revenue growth by developing and executing strategic business plans and sales strategies for assigned channels. They provide leadership to sales teams, manage performance, and ensure high levels of client satisfaction and operational efficiency.
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 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.
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.
