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Job Description
- Req#: 1314
Employer Industry: Financial Services
Why consider this job opportunity:
- Competitive salary plus commission structure
- Comprehensive health insurance plans, including dental and vision coverage
- Company-paid disability insurance and supplemental insurance options
- 401(k) plan with Safe Harbor Match
- Paid time off and holidays
- Opportunity for career advancement within a rapidly growing organization
What to Expect (Job Responsibilities):
- Proactively develop and execute a business plan to achieve sales goals within the assigned territory
- Cultivate and manage relationships with key distribution partners such as advisors and agents
- Conduct in-person and virtual sales meetings, product presentations, and training sessions
- Identify opportunities for new business and guide advisors on advanced market strategies
- Maintain accurate records of activities and pipeline in CRM systems, providing regular performance reports
What is Required (Qualifications):
- Bachelor's degree preferred or equivalent experience in insurance, financial services, or a related field
- 3+ years of experience in life insurance wholesaling, sales, or distribution support
- Deep understanding of life insurance products and advanced market concepts
- Active Life & Health Insurance license required
- Proven track record of meeting or exceeding sales goals
How to Stand Out (Preferred Qualifications):
- FINRA Series 6, 7, and/or 63 highly desired
- Comfort with technology and virtual selling platforms such as Zoom and Salesforce
- Experience with Customer Relationship Management (CRM) software, preferably Redtail
- Working knowledge of an insurance agency management system
#FinancialServices #LifeInsurance #SalesOpportunity #RemoteWork #CareerGrowth
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