Regional Insurance Strategist, TLIS job involves building relationships and initiating new sales in assigned territories, selling estate, business, charitable, and life insurance concepts, and providing support to advisors through the life insurance underwriting process.
Requirements
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Experience with PC's in a Windows environment
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Bachelor's degree or equivalent education, training, and work-related experience
- Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
- Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role
- Ability to articulate and apply advanced wealth transfer and business planning concepts, and an understanding of related tax and financial implications of concepts to individual situations
- Proficient in consultative sales
- Excellent presentation skills
- Life Insurance licensed
Benefits
- PTO
- Medical
- Dental
- Vision
- Retirement savings
- Disability insurance
- Life insurance