Client Description:
One of the largest global providers of insurance, annuities, and employee benefit programs.
Responsibilities:
· Relationship Management:
o Develop and maintain strong relationships with brokers, financial advisors, and other distribution partners;
· Sales and Business Development:
o Identify new business opportunities and drive the sales of life insurance products through brokerage channels;
· Training and Support:
o Provide comprehensive product training and sales support to brokers and advisors;
· Market Analysis:
o Monitor market trends, competitor activities, and regulatory changes to provide strategic insights and adjust sales strategies accordingly;
· Product Knowledge:
o Maintain in-depth knowledge of the company’s life insurance products, underwriting guidelines, and policy features;
· Compliance:
o Ensure all activities comply with regulatory requirements and company policies.
Candidate Profile:
• Education: Bachelor’s degree in business, Finance, Marketing, or a related field;
• Experience: Minimum of 3-5 years of experience in the life insurance industry, preferably in a brokerage or sales capacity;
• Licensing: Relevant insurance licenses as required by the state or region (e.g., Life and Health Insurance License);
• Technical Skills: Proficiency in using CRM software and other sales tools; strong knowledge of life insurance products and financial services;
• Soft Skills: Excellent communication, negotiation, and interpersonal skills; ability to build and maintain relationships; strong organizational and time management skills;
• Analytical Skills: Ability to analyze sales data, market trends, and financial information to develop effective sales strategies.
Key Competencies:
• Customer Focus: Dedicated to meeting the expectations and requirements of internal and external customers;
• Sales Acumen: Demonstrated ability to drive sales and achieve targets;
• Strategic Thinking: Ability to think strategically and develop long-term plans to achieve business objectives;
• Problem Solving: Capable of identifying issues and providing effective solutions;
• Adaptability: Ability to adapt to changing market conditions and regulatory environments.
• Team Player: Works well in a team environment and collaborates effectively with colleagues and partners.
Additional Requirements:
• Travel: Willingness to travel as needed to meet with brokers and attend industry events;
• Continuing Education: Commitment to ongoing professional development and staying current with industry trends and regulations.
