Sell insurance to new and existing retail clients, and service the needs of existing accounts.
Provide professional advice and insurance solutions to retail clients based on their objectives and needs.
Develop proactive referral relationships with Retail Investment Executives and other Retail staff to prospect and set appointments with clients to review their objectives and present solutions that align with client needs, goals and risk tolerance.
Establish and implement sales plans with the Insurance Company partner Wholesalers for product training and sales concept training to the Retail teams.
Manage and implement the rollout out of new product or sales initiatives working with Insurance Companies, Retail Management and Retail sales teams.
Maintain and service books of business.
Work with the GA and Retail sales team to manage cases through the application and underwriting process.
Manage Policy Review process including training sales team on how to prospect for opportunities using policy reviews.
Manage and conduct client seminars in partnership with Insurance Company Wholesalers and the Retail sales team.
Pursues professional studies and maintains a familiarity with industry trends, products, and concepts.

Securities Industry Essentials, Series 7 or 6, appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification.
7+ years industry experience.
College Degree.
MDRT Qualification History.
Professional Designations. CLU, CFP, ChFC degrees highly desirable.

Comprehensive benefits programs designed to support employees and their families, encompassing physical, financial, emotional and social well-being.

Insurance Specialist

Key skills