Case Design and Life Insurance Specialist

Integrity Marketing Group•Needham, MA

27d

About The Position

First American Insurance Underwriters is growing, and we are hiring for a Case Design and Life Insurance Specialist /Internal Wholesaler to our team. FAIU helps financial advisors design and implement the most appropriate insurance solutions for their clients. We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuity solutions for personal and business planning. If you enjoy the following, this could be the role for you!

Requirements

Bachelor’s degree preferred
2 + years of case design and illustration experience.
2 + years of Life Insurance industry experience required.
Possess strong interpersonal and customer service skills.
Have excellent problem-solving skills and attention to detail.
Articulate and persuasive communicator (both written and oral).
Motivated to continually learn and grow.
Capable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflow.
Able to prioritize and respond to requests in a timely and accurate manner.
Self-starter with the ability to excel in a dynamic, fast-moving company environment.
Proficiency in Microsoft Office Suite (Advanced Excel preferred).

Responsibilities

Run illustrations & case design.
Build strong relationships with new and existing advisors.
Assist advisors in selecting carriers and products that will best meet their client’s needs.
Work closely with external sales to support and develop winning sales ideas and proposals for customers.
Quickly respond to inquiries relating to complex and technical questions while demonstrating an understanding of multiple product portfolios and cross-selling opportunities.
Recognize new opportunities to market and position products to improve service and sales.
Develop and enhance industry and product knowledge to effectively communicate and build credibility with advisors and internal team.
Develop a thorough understanding of all systems and resources to enhance the advisor experience.
Establish and maintain ongoing relationships with producers.
Document all activity, i.e. calls, proposals, etc.
Drive sales by proactively and reactively marketing life insurance products to producers. This is accomplished by developing and cultivating relationships and demonstrating excellent problem-solving skills to promote the sales of life products.
Provide training, assistance and promotion to advisors in utilizing system and available platform resources.
Participate in weekly sales calls.