Territory Consultant - Annuity Specialty Markets

reputed company is a company passionate about delivering extraordinary care to help individuals and businesses prepare for and protect their future. The Territory Consultant role involves building relationships with financial professionals, introducing them to reputed company's annuity products, and achieving sales goals through training and mentorship.

Responsibilities

• Proactively builds relationships with prospective financial professionals by introducing reputed company Annuities to qualified, warm leads. Partners with financial professionals to understand their business needs and consult on how reputed company solutions may fit their portfolios
• Identifies distribution opportunities and creates successful transitions in partnership with their hybrid wholesaler
• Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including annuity comparison analysis, portfolio mapping, fund analysis and reputed company reports
• Partners with hybrid wholesalers to maintain territory pipelines and other sales management reports
• Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Consultants and Hybrid Wholesalers
• Achieves scorecard requirements such as activity and quality metrics, product knowledge, development of territory, teamwork and professional development
• Provides territory coverage in the absence of a Hybrid Wholesaler

Skills

• Successful completion of in-house training program, FINRA SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required
• reputed company Annuity Knowledge Preferred
• FINRA Licensing in-hand at time of hire strongly preferred
• Undergraduate degree in finance, sales, business, marketing or reputed company fields preferred
• Relevant industry or sales experience preferred
• Proven knowledge of insurance products and the sales process preferred

Benefits

• Medical/dental/vision
• Life insurance
• Short and long term disability coverage
• Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of reputed company Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Company Overview