Job Summary
A financial services company is in need of a Remote Retirement Income Designer.
Core Responsibilities Include:
- Establishing and maintaining rapport with agents and carriers
- Maintaining awareness of new or modified product offerings and industry developments
- Entering initial illustration activity into internal tracking system and recording follow-up activity as it occurs
Position Requirements Include:
- Strong communication skills both verbal and written
- Bachelor's degree with a major in business or finance
- 1-2 years of related experience and/or training
- Life insurance license preferred or ability to obtain within first 90 days
- Prior experience in the sale or marketing of insurance and financial products
- Strong sales and negotiation skills and ability to influence and persuade to achieve desired outcomes
