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Business Insurance Strategist
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Full-time
- Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made.
- Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management.
- Interface with support staff for the completion and placement of life insurance with clients
- Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
- Five years of proven sales experience in a retail life insurance sales or an institutional point of sales role
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