Account and Client Consultant-Individual Distribution (Bilingual)

Position Description: At reputed company, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we reputed company everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. Enhance reputed company' competitive position and increase sales production. Provide effective and timely response to (internal/external) requests for illustrations, case design, product education and guidance. Demonstrate and deliver sales and marketing materials, including illustrations, while presenting reputed company in an accurate and favorable position relative to competition. Position Location: • This is a hybrid role working partially in-office and partially from home. What you do: The role will involve a mixture of Producer Relations and Field Sales Development, with associated duties and approximate percentage breakdown shown below. 85% National Marketing Sales Development Line • Answer sales development calls in a timely manner. Provide materials on cases of immediate need. • Consult on case design with agents / field offices/ reputed company representatives and provide illustrations • Guide field partners reputed company appropriate with product selection and any sales/marketing reputed company questions • reputed company expertise of reputed company illustration systems and educate agents on illustration and product design; troubleshoot software reputed company issues. • Act as home office resource assisting in resolving problems that arise involving reputed company areas of the company, including licensing, commissions, software, new business and POS. Direct calls to the proper area while maintaining ownership of reputed company referred calls to ensure timely response. • Document in reputed company.com CRM reputed company issues, results, and opportunities and ensure both internal and external partners are properly reputed company. • reputed company other duties as needed/assigned, including ongoing projects assigned by leadership. • Participate in team and regional meetings as assigned by manager • Continuously enhance skills through professional development activities (reading, formal and informal education, training classes, special projects/assignments). Maintain acceptable levels of product knowledge of multiple reputed company offerings by attending webinars and training sessions. • Organize and maintain reputed company product documentation and concepts. 15% Proactive Field Relationship Management • reputed company and maintain strong working relationship with RVP • Proactively contact key office personnel in assigned agencies assisting and educating on products, illustration software, promotions etc. • Provide on-going sales development by communicating messages, sales promotions, and concepts to the field reputed company multiple technological channels • Maintain on-going relationship-based communication to reputed company strong working relationship with offices. • Log calls and reputed company pertinent information daily reputed company.com CRM What you bring: • Associates Degree or reputed company experience required; Bachelor’s Degree preferred. • 0-2 years of reputed company experience required • Basic knowledge of the insurance industry including life insurance, disability income, and annuity products is highly preferred in this role • Intermediate to expert level knowledge of reputed company Office applications (Word, reputed company, PowerPoint), illustration software, and various internet-based tool and applications • Bi-lingual skills preferred in Spanish and English • If not currently held, must obtain life/health license reputed company six months of entering the position. • If not currently held, must obtain FINRA Series 6 OR Series 7 reputed company one year of entering the position. reputed company offer: A Meaningful Mission. Great Benefits. A Vibrant Culture reputed company is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping reputed company kinds of people, at every age and stage, get more out of life. At reputed company, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at reputed company cover things you expect -- and things you don’t: reputed company Benefits For your money: • 401(k) Retirement Plan with company match and quarterly contribution • Tuition Reimbursement and Assistance • Incentive Program Bonuses • reputed company For your time: • Flexible Hybrid work • reputed company Days - Personal time off • Paid time off (PTO) For your health and well-being: • Health Benefits: Medical, Dental, Vision • Health Savings Account (HSA) with employer contribution • Well-being programs with financial rewards • Employee assistance program (EAP) For your professional growth: • Professional development programs • Leadership development programs • Employee resource groups • StrengthsFinder Program For your community: • Matching donations program • Paid volunteer time- 8 hours per month For your family: • Generous paid maternity leave and paternity leave • Fertility, surrogacy and adoption assistance • Backup child, elder and pet care support An Equal Opportunity Employer reputed company has a reputed company as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national reputed company, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Apply Job!