Registered Retirement Plan Rep
SterlingBridge•Worcester, MA
4d
About The Position
In this role, Registered Rep will be responsible for sales and providing service to expand their book of business. Expected to be courteous, responsive, and professional in helping customers with sales concepts, product specifications, underwriting and general SBIA processes as it relates to life insurance sales.
Requirements
- Bachelor’s Degree and three (3) or more years of Life Insurance or retirement plan management Experience or equivalent combination.
- Current Life, Accident & Health License, FINRA Series 6 and 63 and 24 beneficial - or ability to obtain within 120 days of hire
Responsibilities
- Follow assigned marketing campaigns and follow through with live contact
- Facilitate sales concept training
- Respond to client needs within the standard SLA.
- Determine the productive value of a conversation to manage time effectively.
- Keep up to date with recent market and industry trends, competitors and leading customer strategies.
- Provide mentoring and coaching to less experienced team members.
- Inform management immediately of all situations requiring action and resolutions.
- Proactively deliver pertinent information and services.
- Monitor and manage workflow ensure that a consistent high quality of service is being delivered by the organization.
- Identify needs and areas for improvement to the service relationship.
