Strengthen advisor conviction in NM risk products through small group and individual training, case consultations, competitive analysis, illustration design to enable increased risk product sells
Identify support needed to execute sales opportunities within an advisor’s practice by partnering with Internal Sales Consultant to complete book of business analysis and assist advisors in implementing the recommended client engagements that are a result of the analysis
Additionally, assist advisors in implementing sales ideas that result from sales campaigns into their client engagements
Support advisors on case design and positioning product solutions
Leverage product promotion materials and advanced illustration knowledge to recommend and consult advisors as necessary
Enable advisors in the field to drive overall risk sales and premium growth to achieve sales targets
Create and deliver risk product training that builds awareness, conviction, knowledge, and supports competitive positioning
Collaborate with field leaders to target the appropriate advisors and influence key messaging that supports the risk sales strategy to ensure advisors are appropriately positioning risk products during their client meetings
Requirements
Bachelor's degree with minimum of 7 years of progressive responsibility in the insurance and/or financial services industry
FINRA series 6 or series 7 required or can be obtained within 6 months of hire
Deep subject matter expertise of Life and DI products OR deep subject matter expertise of annuity and LTC products
Demonstrated ability working with financial advisors and field leadership
Ability to effectively communicate complex insurance and financial concepts in a way that is simple, and easy to understand
Superior public speaking skills
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.