Role Description
The company is seeking a leader who shares this passion for our mission and who can empower our Advisors with life insurance training and education to elevate the client experience and increase production. Play a valuable role in helping achieve our Life Insurance Sales objectives. Offer sales support, training, and marketing materials to help advisors effectively sell life insurance products.
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Drive sales, provide product expertise, and support business growth throughout the enterprise.
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Travel into the field and conduct client-facing events to facilitate growth.
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Work closely with other product-line SMEs, planning, and training to cultivate the best education and sales training for the company.
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Develop and execute a sales strategy using data to promote life insurance products, targeting specific markets and territories.
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Cultivate strong relationships to become a trusted resource for life insurance training, sales solutions, marketing, and education.
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Develop and consider how to scale our education and product-line resources and expertise.
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Stay updated on the latest life insurance products, industry trends, and regulations to provide informed recommendations to our product management and product development teams.
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Work closely with our IMOs and external business partners in the facilitation, education, training, and marketing of life insurance products.
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Partner with product management to ensure all sales activities and interactions comply with industry regulations and company policies.
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Inform, shape, and comply with First Command’s Life Insurance philosophies.
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Ensure that all sales and marketing activities adhere to industry regulations and company policies.
Qualifications
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Bachelor’s degree in business or finance (preferred).
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5+ years’ experience working in financial services.
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Previous roles involving sales, account management, or relationships necessary.
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Proven track record in life insurance sales, wholesaling, or a related role.
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Certifications: Series 6, 63, 65, and Life and Health or Series 7, 66, and Life and Health.
Requirements
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Self-motivated.
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Strong understanding of life insurance products and industry regulations.
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Polished, engaging, and effective at public speaking - able to present to live audiences.
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Excellent communication and presentation skills.
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Relationship-building and negotiation skills.
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Analytical mindset for market research and data analysis.
Benefits
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Salary Range: $110,544.00 - $185,713.00 USD, annually.