Job Description
Responsibilities:
Manage Advanced Case Design
Analyze client needs, research product options, and create tailored solutions to meet clients’ financial goals.Run illustrations, and prepare quotes and proposals for AdvisorsRepresent our portfolio of insurance products knowledgeably and effectivelyProvide technical information to advisors on advanced marketing concepts and case design strategiesOffer expert perspective in client point-of-sale meetings, showcasing advanced case designsDrive Sales and Retention of New Advisor and Corporate Relationships
Share business-building ideas and strategies with Financial Advisors through the facilitation of book of business review meetingsDevelop new business with recruited advisors across various insurance products.Attend industry events, facilitate education, and recruit new advisorsMeet Call Act...