applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics
identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge
identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed
evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists
analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals
conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
collaborates with specialists to evaluate and/or present solutions and related advice
follows defined training routines, effectively reports activity, and manages follow up and sustainment
develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations
ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Bachelor's degree OR 4 years of related experience in addition to the minimum years of experience required may be substituted in lieu of degree
6 years of experience with wholesaling, sales training, and coaching, or related financial services experience
experience working with Medicare Supplement, Medicare Advantage and Prescription Drug Plans
advanced knowledge of life insurance products to include term, permanent, and health solutions
knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications
demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization
knowledgeable in the applications of Agile processes and procedures
knowledgeable in the application of risk management framework and regulatory requirements for Life Co.

Solutions Management Consultant – Health Solutions

Key skills