Build relationships and initiate new sales in assigned territories.
Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made.
Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management.
Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
Responsible for the generation of life insurance revenue in these channels in the assigned region
Support IRM partners in the delivery of marketing programs tailored to client needs
Interface with support staff for the completion and placement of life insurance with clients

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
Advanced designations, such as JD, CFP, CLU, and other industry credentials

Regional Insurance Strategist

Key skills