Director of Advanced Sales
Job Summary
Serving as a trusted advisor, the full-time salaried Director of Advanced Sales will provide strategic sales, legal, and technical guidance to field and home office personnel, focusing on advanced insurance concepts and driving sales growth in a remote work environment.
Key responsibilities
- Provide sales, technical, and legal support for advanced sales cases, including case design, implementation, and client proposal preparation
- Develop and present advanced sales seminars for producers and field leaders, including presentations at various meetings and conferences
- Collaborate with home office teams to implement policies for advanced sales cases and create training and 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 equivalent professional designation(s) preferred
- Extensive knowledge in business planning, executive benefit plans, estate planning, and federal taxation
Complete Job Description
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