The representative will build virtual relationships with pre-qualified clients to provide tailored financial solutions, including Life Insurance, IUL, and Annuities, presenting strategies via Zoom or phone. They must also manage their client pipeline using the company's CRM system.

The representative will build virtual relationships with pre-qualified clients to provide tailored financial solutions such as Life Insurance, IUL, and Annuities, presenting strategies via Zoom or phone. They must also manage their client pipeline effectively using the company's CRM system.

The specialist builds relationships with housing entities across Oklahoma to expand housing resource availability through grants and initiatives, while directly addressing emergent and urgent housing needs for Aetna Better Health of Oklahoma members. This role involves developing policies for supportive housing access, serving as a liaison with state agencies, and collaborating with partners to address housing instability within the Oklahoma Medicaid population.

The primary responsibilities involve exceeding quarterly and yearly revenue quota goals by effectively addressing customer and partner inquiries with tailored solutions aligned to their needs. This includes owning and overseeing all aspects of the sales cycle, from qualification and presentations to negotiations and closing, while fostering deep territory understanding.