Series 63 Life Insurance Consultant

Job Summary

A company is looking for an Internal Sales Consultant to support its distribution segment by managing assigned regions and accounts.

Key Responsibilities

• Evaluate insurance products and create proposals based on client needs and market analysis
• Conduct policy reviews and consult with financial advisors to ensure policies meet client needs
• Identify sales opportunities and act as a liaison between clients and internal teams to resolve issues

Required Qualifications, Training, and Education

• 3+ years of experience in financial services sales with a focus on life insurance
• Bachelor's degree; advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred
• Extensive knowledge of life insurance products and applications in planning
• Experience with Salesforce.com for logging advisor data and activities
• Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses