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Life Insurance Point of Sale Specialist
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Full-time
- Underwriters seeks an experienced Point of Sale Specialist to work primarily with Fee-Based and Fee-Only Financial Advisors as well as large Property Casualty commercial accounts to assist in solving their clients risk management, tax mitigation, legacy and business planning needs.
- This is a fully remote position and primarily virtual, with minimal travel.
- Build current advisor and property-casualty relationships and develop referrals for client life insurance point of sale opportunities.
- Engage in continuous training, practice management, and participate in meetings and study groups with peers.
- Work effectively with in-house case design, case management, underwriting, marketing, and our internal Estate Planning Specialist to optimize results.
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