Kuvare Holdings

Sales

• Recruit qualified and successful financial advisors and General Agents through referrals from other agents and cold calling.
• Motivate, educate, and support appointed producers to increase sales of United Life insurance and annuity products.
• Facilitate the onboarding of newly appointed producers in partnership with other team members to get them writing products of United Life.
• Facilitate the onboarding process of newly recruited institutions and producers in partnership with other company responsible parties (selling agreements, suitability, contracting, etc.).
• Work in partnership with Internal Wholesaler to determine and execute the most effective way to achieve sales goals.
• Facilitate group meetings and webinars for Agencies and Financial Institutions to help increase awareness of and sales of United Life products.
• Build marketing plans with financial institution partners, leveraging input and participation from the United Life sales team.
• Maintain a productive territory through appointing new agents and cancelling nonproducing agents.
• Serve as a liaison between companies and agencies to resolve problems and promote positive working relationships.

Regional Sales Director – South Central Region