Responsibilities
- Engage daily with financial advisors using strong communication abilities to identify and support sales opportunities.
- Manage daily activities efficiently to meet performance targets while aligning with advisor and regional needs.
- Respond to incoming requests from advisors, including product questions, case reviews, and training support.
- Leverage internal and external resources, data analytics, and peer networks to identify sales prospects, structured through 60-day business planning cycles.
- Maintain accurate advisor records and track active and planned engagements using Salesforce.com.
- Coordinate with colleagues across teams, departments, and regions to exchange leads and strategic insights.
Work Arrangement
Remote
Team
Inside Insurance Sales
