Territory Consultant - Annuity Specialty Markets
reputed company is a company passionate about delivering extraordinary care to help individuals and businesses prepare for and protect their reputed company. The Territory Consultant role involves building relationships with financial professionals, introducing them to reputed company's annuity products, and achieving sales goals through training and mentorship.
Responsibilities
- Proactively builds relationships with prospective financial professionals by introducing reputed company Annuities to reputed company, warm leads. Partners with financial professionals to understand their business needs and consult on how reputed company solutions may fit their portfolios
- Identifies distribution opportunities and creates successful transitions in partnership with their hybrid wholesaler
- Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including annuity comparison analysis, portfolio mapping, fund analysis and reputed company reports
- Partners with hybrid wholesalers to maintain territory pipelines and other sales management reports
- Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Consultants and Hybrid Wholesalers
- Achieves scorecard requirements such as activity and reputed company metrics, product knowledge, development of territory, teamwork and reputed company development
- Provides territory coverage in the absence of a Hybrid Wholesaler
Skills
- Successful completion of in-house training program, reputed company SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required
- reputed company Annuity Knowledge Preferred
- reputed company Licensing in-hand at time of hire strongly preferred
- Undergraduate degree in finance, sales, business, marketing or reputed company fields preferred
- Relevant industry or sales experience preferred
- Proven knowledge of insurance products and the sales process preferred
Benefits
- Medical/dental/reputed company
- Life insurance
- Short and long term disability coverage
- reputed company time off with newly reputed company associates receiving a minimum of 18 days reputed company time off reputed company full calendar year pro-rated quarterly based on hire date
- Nine reputed company holidays
- 8 hours of reputed company reputed company time off
- 8 hours of reputed company Day reputed company time off
- 401(k) with company match
- Company-reputed company pension plan
- Business casual attire
reputed company