About this role

Primary responsibility for the nationwide marketing and distribution of Executive Life Solutions products
Responsible for all aspects of Executive Life Solutions sales cycle: Quoting – responsible for timeliness and accuracy of all quotes
Securing Plan Approvals from Carriers and Reinsurers
Facilitate the appointment of Producers with Carriers
Produce and collect all sold case documents
Plan Redesigns
Plan Rewrites
Timely and accurate transition of sold cases to Executive Life Solutions, Inc.
Education and training – Meetings, Conference Calls, Webcasts, and e-mail
Maintain and/or navigate company-used Databases/CRMs – ACT and SWIFT

Thorough understanding of all forms of Life Insurance products
Experience working with life insurance brokers, producers or wholesalers is required
Expert skills in MS Excel
Ability to communicate effectively, both orally and in writing
Analytical and problem-solving skills
Critical thinking
Exhibits a high degree of self-motivation and direction
Able to pivot quickly on changing priorities
Ability to foster a strong sense of cooperation and teamwork throughout the organization
B.S. in Business, Finance, Accounting, Marketing, Actuarial or Math/Statistics (preferred)
HS Diploma or equivalent is required

Life Insurance Solutions, Design and Consulting – Sales Support

Key skills