Saybrus Partners

Account Executive

• Support Saybrus distribution segment by proactively assisting the sales manager, Team Leader and the wholesalers in achieving company sales goals
• Initiate marketing campaigns and maintain relationships with advisors and support key distribution relationships
• Provide conceptual sales support and training on retirement concepts being marked to advisors
• Independently compare and evaluate annuity products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives
• Train agents on Product benefits and differences to meet client objectives
• Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales
• Proactive, self-directed contact to financial advisors on illustration requests, and follow up to assist in answering questions and any adjustments needed
• Maintain constant availability for 800-line call coverage on inbound calls while making outbound calls during assigned times
• Coordinate Channel coverage and schedules of Nassau Team
• Establish credible relationships with IMO staff and financial advisor and be able to provide immediate support on complex matters without direction
• Educate IMO staff and financial advisors on the advantages and disadvantages of different annuity products
• Identify new opportunities to increase sales to meet the goals of the organization

Internal Sales Consultant

Business Intelligence Analyst

• Supports Saybrus Partners on business reporting, processing, and operational needs.
• Consolidates, analyzes, and communicates critical information to internal and external parties.
• Performs critical analysis and validation of data from multiple third-parties.
• Independently validates and monitors regular premium reporting by partner channels.
• Responsible for ensuring accuracy of all business reports.
• High level comprehension of data being fed into Firm systems.
• Support Salesforce administrator, including advisor/agent data loads and maintenance.
• Independently and proactively offer solutions and resolve key business issues as related to business reporting.
• Support new account launch and implementation by gathering and defining business needs and data requirements.
• Accomplishes organization goals by accepting ownership for undertaking new and different requests.

Internal Sales Consultant

Business Reporting Analyst