Director of Advanced Sales
Job Summary
Serving as a trusted advisor, the full-time Director of Advanced Sales will provide strategic sales, legal, and technical guidance to field and home office personnel, focusing on complex areas such as business succession planning and estate transfer while working remotely.
Key responsibilities
- Provide sales, technical, and legal support for advanced sales cases, including consultation, case design, and proposal preparation
- Develop and present advanced sales seminars and training materials for producers and field leaders
- Collaborate with home office teams to implement policies for advanced sales cases and create marketing materials
Required qualifications
- Bachelor's Degree in a related field required
- JD required
- 7-10 years of advanced sales experience in an insurance company or similar environment
- CLU, ChFC, CPA, or other equivalent professional designation(s) preferred
- Comprehensive knowledge of advanced sales concepts and product applications
Complete Job Description
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