Licensed Life Insurance Agent responsible for consulting clients, educating them on policy options, managing the full sales cycle, maintaining client relationships, and staying current with industry trends.
Responsibilities
Consult with clients to assess their insurance needs & recommend suitable coverage
Educate clients on policy options and help them make informed decisions
Manage the full sales cycle from prospecting to closing deals
Maintain relationships with clients and provide ongoing policy support
Stay up to date with industry trends and product knowledge
Generate qualified retirement plan sales and maintain small and mid-market customer relationships.
Compensation
Total Compensation for first year RVP/Regional Retirement Consultant targeted at $115,000, contingent upon attainment of sales goals. Commission based pay is capped at 250% of target. This position may be eligible to earn commissions targeted at 40,000 annually paid on monthly sales based on applicable sales incentive plan(s). This position is also typically eligible for an annual bonus based on Individual Performance and is at Company Discretion at a target of 20,000 annually tied to product sales.
Responsibilities
Manage the Request for Proposal (RFP) process and requests for information.
Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities.
Profile and gather client and plan information to package specific Transamerica solutions.
Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and underwriting.
Engage in proactive advisor outreach, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors.
Requirements
Bachelor’s degree in a business field or equivalent experience
Nice to have: Experience with group retirement plans
Nice to have: Sales or relationship management experience
Lead a team of centralized Financial Advisors to deliver virtual investment strategy and client engagement
Locations (2)
Hoover, Alabama, United States
Birmingham, Alabama, United States
Compensation
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $94,557.00 USD Median: $119,680.00 USD
Responsibilities
Develops and implements a virtual investment strategy aligned with the bank’s growth objectives
Leads and manages a team of centralized FAs in delivering high-quality, advice-driven client interactions across virtual channels
Establishes staffing models and workflows to ensure appropriate coverage, advisor availability, and consistent service levels
Supervises FAs in the execution of investment recommendations and relationship management to meet client needs
Evaluates performance, provides feedback, sets expectations, and supports FA development to achieve individual and team goals
A remote role for a Mortgage Protection Life Insurance Agent to identify client needs, recommend insurance solutions, and build a career with flexibility.
Compensation
100% Uncapped Commission-Based
Responsibilities
Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
Educate clients on available policies and coverage options
Follow up with prospects to close sales and maintain customer satisfaction
A 1099 commission-based sales position where the representative calls on requested prospective clients to schedule appointments and offer insurance products/financial solutions.
Locations (2)
Independence, Missouri, United States
United States
Compensation
This is a 100% commission-based business. There is NO CAP on your income.
Responsibilities
Call on prospective clients to schedule appointments to meet with families
Identify and offer one of our many insurance products
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