Insurance Sales Consultant
4 days ago
Role Summary
The Insurance Sales Consultant role is a critical position within our sales team. As a seasoned professional, you will be responsible for developing and implementing sales strategies to drive business growth and increase production. You will work closely with advisors to understand their needs and provide tailored solutions to meet their goals.
Key Responsibilities
- Collaborate with advisors to develop customized insurance plans that meet their clients' needs.
- Provide ongoing support and education to advisors to ensure they have the necessary skills and knowledge to succeed.
- Identify and pursue new business opportunities through existing and new advisor relationships.
- Maintain strong relationships with internal partners to ensure seamless execution of sales strategies.
Requirements
- 8 years of industry experience
- Life licensed
- CFP & CLU designations (or working towards)
- Proven track record of success in insurance sales
- Strong understanding of insurance products and concepts
- Excellent communication and interpersonal skills
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