Job Description
Job Summary:
Provide case design support to Financial Advisors . Create and identify sales opportunities through web-ex presentations and outbound calls. Assist Financial Advisors with protection insurance business by providing quotes, carrier selection, sales ideas and marketing materials. Collaborate with internal partners to get the Financial Advisors’ insurance business placed and paid as quickly as possible while building and maintaining long, productive relationships.
Key Responsibilities:Create, uncover, and identify sales opportunities through consistent proactive and regular communication to financial advisors and branch managers
Schedule and execute meaningful web-ex presentations to drive Financial Advisor engagement
Coordinate sales support activity with Advanced Marketing in order to provide information, benefit summaries, quotes, and application materials to Financial Advisors to assist in their protection insurance sales process
Assist Financial Advisors in identifying new sales opportunities, prepare proposal materials, and run protection insurance product illustrations
Utilizing acquired knowledge of all protection insurance products and services offered and approved including plan features, compliance requirements, rates, underwriting requirements, and competitive positioning to provide guidance to the Financial Advisors
Requirements:
Associates degree or 2 years of college education preferred
Possess an ability to learn and understand with ability to explain wealth transfer and estate planning concepts and how they relate to protection insurance sales
Possess an excellent ability to understand the life insurance sales process
Current Life, Accident & Health License required (or ability to obtain) IT and computer systems skills (Microsoft Office, Life Carrier-based illustration and agent support programs, keyboarding skills, and ability to work with multiple screens and applications simultaneously
At SterlingBridge, we recruit individuals who fit our culture and values. The atmosphere is fun, friendly but with a high degree of professionalism. We respect our colleagues, customers and business partners. It is a challenging, dynamic and energized environment, with opportunities for personal and professional growth. If you are open-minded, driven and quick to learn we want to speak to you. Required skills for success: Ability to establish rapport with FAs while creating, uncovering, and identifying sales opportunities through consistent proactive and regular communication to FAs.Apply now and come grow within our life insurance solution center!
SterlingBridge offers more than a half-century of insurance industry know-how, insurtech leadership, and a "We're On It" spirit. We understand insurance agents, customers, and the tools they need to thrive.
PM17
Powered by JazzHR
8EzclPWDk1
Allana Buick & Bers is a multi-disciplinary architectural, engineering and construction firm seeking a Waterproofing Consultant to help us expand our service offerings in roofing and wall design engineering, as well as construction defect litigation support solutions at...
(Physician/MD qualifications required) Psychiatry (General) - Major Healthcare Network, a progressive, academic health system in central New York, major teaching affiliate of Columbia University, is seeking an Outpatient Adult Psychiatrist to join our staff. Visa Sponsorship...
...Director, Drug Safety (PV Operations)*Hybrid Opportunity (2-3x per week onsite in Redwood City, CA)* Meet has partnered with an exciting biotech in the rare disease space that is looking for a Director of Pharmacovigilance/Drug Safety to join their team. Key Responsibilities...
...disability ~ Group Term Life and AD&D Insurance ~ Voluntary term life insurance DUTIES AND RESPONSIBILITIES: The OA/CTS Clerk reports to the OA Manager and CTS Manager and is an hourly, non-exempt position. The OA/CTS Clerk performs complex...
Job DescriptionNBC News is seeking an experienced audio producer with strong editorial judgment who thrives in a fast-paced newsroom. This is an ideal position for a versatile, seasoned audio producer with a strong interest in news and current events to contribute to developing...