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Company is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
In order to better serve the needs of our participants, a new insurance sales model is being created – the Life Solutions Group. This model is being created to act as a family office for clients with Life and Annuity needs. As participants are identified as having life/annuity needs, this group will discuss/ meet with the clients to further uncover their needs, present solutions and then proceed with the application process.
The person in this role will work as part of a small cross functional team that will be the face of Company Life to Participants, and IAS (Company’s advisors). They will serve as the point of contact for a variety of tasks. This position will be responsible for implementation of regulatory and legislative requirements that are applicable to the sale of insurance productions, i.e., new best interest regulatory requirement. A successful candidate will need to have experience as a wholesaler to advisors in the field as well as point of sale experience with clients. He/she must be extremely responsive, technically superior, self-motivated with excellent presentation skills. The individual must have a can do attitude, work well on a team, be adept at collaboration and able to build long-term relationships.
Key Responsibilities and Duties:
Case design and illustration proficiency. The candidate will provide very technical product and illustration support to multiple clients. Must be able to be able to understand the complexity of various products and provide recommendations for the appropriate product(s) from a multi-carrier platform as part of the client’s overall financial plan.
Participation in team calls to discuss concepts, learn proper messaging, develop sales strategies, present territory management plans, and review client / pipeline activity, etc. Will be accountable for creating and maintaining pipeline, logging activities and leads into CRM in partnership with the team Director.
Providing sales support via handling incoming calls and questions from the advisory teams in the field or clients. This requires an expert level of knowledge of the products, process, positioning and problem resolution.
Present complex planning solutions to the client in a manner consistent with a the company’s consultative planning model
Supporting distribution channel initiatives and find ways to add value to their process
Driving product awareness and adoption in the field.
Participate in and document results from marketing activities, ie, call campaigns
Develop and present compliance approved content as part of webcasts on various topics (from product to illustrations to concepts to processes)
Must be comfortable with the application process and systems necessary to submit applications in good order.
Case management skills essential to moving cases through the underwriting process. This will include communication with carriers’ underwriters/new business to track and advocate on behalf of clients
Most importantly, must be able to adapt in a changing environment. Procedures and activities will continue to change as we refine this new team.
A team player, willing to wear multiple hats, collaborate and share successes and challenges will be most successful.
Wholesaling and point of sale experience
3 to 5 years’ experience working in some sort of life insurance sales capacity involving illustrations and advanced marketing concepts.
Must be able to distill and convey complex technical information to non-technical audiences
Proficiency in Microsoft Word, PowerPoint, and Excel.
Must have Series 6 or 7, and 63 licenses along with state life and health insurance licenses required or will acquire in 6 months from date of employment.
Excellent oral and written communication skills
Industry designations are preferred (CLU, ChFC, CFP)
Experience within the RIA marketplace and an understanding of fee-based and fee-only business models
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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Requisition ID: 1721629
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