Insurance Sales Executive Senior - Advanced Life
About The Position
This role will be onsite at our office in Raleigh, NC Summary: The Insurance Sales Executive Senior II - Advanced Life - Licensed manages the largest, most complex book of business and/or clients. Duties and Responsibilities: Serves as product line leader or expert. If not directly managing, is responsible for coaching/mentoring less experienced Sales Executives or other team members. Develops profitable relationships with new and existing customers. Cultivates and maintains professional relationships with numerous internal and external sources to identify potential customers for insurance products and services. Analyzes and prepares comprehensive plans in the various insurance lines to meet customer needs. May develop marketing plans within the framework and direction of management which may require follow up prospecting or sales implementation of the plans. May conduct public and private seminars. Abides by all state and federal regulations and bank policies regarding business conduct. May train and develop others. Performs other duties as assigned.
Requirements
- 7+ years of related experience
- Series 6 and/or 7 license required
- Bachelor's degree
Nice To Haves
- Excellent customer relationship management skills
- Strong verbal and written communication skills
Responsibilities
- Serves as product line leader or expert.
- If not directly managing, is responsible for coaching/mentoring less experienced Sales Executives or other team members.
- Develops profitable relationships with new and existing customers.
- Cultivates and maintains professional relationships with numerous internal and external sources to identify potential customers for insurance products and services.
- Analyzes and prepares comprehensive plans in the various insurance lines to meet customer needs.
- May develop marketing plans within the framework and direction of management which may require follow up prospecting or sales implementation of the plans.
- May conduct public and private seminars.
- Abides by all state and federal regulations and bank policies regarding business conduct.
- May train and develop others.
- Performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
