The specialist will be responsible for fostering and nurturing client relationships through effective communication and delivering compelling product presentations. Key duties include conducting virtual demonstrations, striving to meet sales goals, and clearly articulating value propositions to potential customers.

The specialist will be responsible for fostering and nurturing client relationships through effective communication and delivering compelling product presentations. Key duties include conducting virtual demonstrations, striving to meet sales goals, and clearly articulating value propositions to potential customers.

The primary duties involve speaking with clients via phone or virtual platforms to understand their financial priorities and suggest appropriate insurance and planning options. This also includes assisting with applications, maintaining accurate records, and continuing skill development through provided training.

The role involves consulting with clients regarding financial protection solutions, specifically explaining Indexed Universal Life (IUL) policies, annuities, and life insurance options. Consultants must customize plans based on client goals and provide excellent, long-term service.