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Role Description

This role involves driving sales and providing a professional, positive experience for our advisors and clients.

• Collaborate with the team to offer strategic planning expertise and consultative advice, including producing analyses and recommending changes.
• Engage in insurance case design (if applicable) and act as a consultation liaison.
• Troubleshoot and resolve issues encountered during the Sales and Underwriting (UW) process.
• Assist with the coordination and execution of marketing campaigns.
• Manage and document opportunities in the CRM system.
• Serve as a liaison between Case Designers, Case Managers, Contracting & Licensing, and the Client Experience Team.
• Maintain regular communication with advisors.
• Provide Life/Annuity In-force Policy Management support to sales teams.
• Facilitate point-of-sale meetings with advisors and clients as instructed.
• Train advisors on how to use websites and tools, ensuring a smooth onboarding process.
• Support insurance application processes, guiding advisors to ensure a positive client experience.
• Handle quote/illustration requests efficiently.
• Alert advisors about maturing annuities and offer solutions.
• Conduct weekly reporting on pending, paid and opportunities using Power BI.

Qualifications

• Bachelor’s degree in business or equivalent education and/or experience preferred but not required.
• Must be bilingual in English and Spanish.
• Life and health license preferred or ability to obtain one.
• More than 2 years of professional financial services experience.
• Expertise in life, annuity, LTC, and disability client solutions including (variable, indexed, advisory, and fixed, hybrid) preferred but not required.
• Organizational and time management skills to prioritize workloads to meet time sensitive deadlines.
• Exceptional consultative, time management, and communication skills.
• Ability to work in a fast-paced, deadline driven department with shifting priorities.
• Ability to make decisions independently and act autonomously.
• Proficient in Microsoft Office software.
• Strong interpersonal and customer service skills.
• Ability to communicate effectively, both verbally and written.

Company Description