Account Executive

• Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region.
• Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs.
• Provide approved sales materials and illustrations as needed.
• Support advisors with product training, order entry, licensing, compliance, and new business inquiries.
• Serve as the liaison between advisors, carriers, and various departments on intensified issues.
• Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities).
• Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources.
• Build and maintain effective relationships with multiple departments, annuity carriers and key resources.
• Present solutions, tools, and resources via Teams/web conferencing.
• Use Salesforce as a territory management tool to track activity and manage pipelines.

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