Internal Wholesaler
Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively recruit new agents and manage existing accounts using company resources and marketing campaigns.
Drive sales and build strong relationships with producers to generate revenue and meet sales quotas. Proactively recruit new agents and manage existing accounts using company resources and marketing campaigns.
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.
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.