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In-House
Attorney
Finance - Banking
Litigation - Whistleblower - CFTC
Min 7 yrs required
Advanced Financial Sales Consultant The candidate will develop new business opportunities and sales growth by initiating and maintaining strong producer relationships. Increase financial services sales through consultative sales approach. Assist producers with understanding customer segments and how to prospect book. Assist with product recommendations and creation of customer solutions presentations. Assist with client meetings & presentations, as needed. Follow-up on pending cases/plans to improve close rates. Provide technical and sales support on Advanced Market opportunities. Support requests for assistance to develop advanced sales cases. Follow-up on pending plans to improve close rates and related sales. Train & educate targeted group of producers. Build knowledge in Advanced Sales (including how to prospect for more business & close cases). Present and administer Growth Strategy curriculum and set goals with local leadership on how to achieve/maintain increased productivity of participants. Provide case consultation where needed to drive higher production. Present company's Business Planning Institute program and work with local leaders to successfully certify participants. Work with the company's Certified Business Planners® to set goals & approach to successfully reach business owner market. Achieve regional recertification goal and related sales results. Build strong relationships with field sales leaders (Financial Services Consultants, Field Sales Leaders, Field Benefits Leasers & company Business Insurance leaders). Gain alignment on regional strategy & business plans to reach targeted customer segments (including Business Owner Market). Work with 3rd Party Advanced Sales resources to optimize support to agency channel and Exclusive Financial Specialist (EFS) group. Heavy travel will be required.
Qualification and Experience
Candidate should have 4 year college degree. Advanced degrees or professional designations such as CFP, ChFC, CLU, J.D. Degree, C.P.A. preferred. Should have 7+ years of field sales experience in financial products (personal production, advanced sales, wholesaling) and a proven ability to generate business as measured by sales and persistency. Experience in consultative selling. Series 6 or 7, 63 & Life and Health Insurance License required. Knowledge of Advanced Sales market included retirement Q/NQ plans, estate plans, business planning, tax code, etc. Broad and Strong financial services product knowledge (Life Insurance, Annuities, Securities, DI, LTC). Broad and Strong knowledge of protection, accumulation, distribution and asset transfer strategies. Current knowledge in FINRA, SEC, Broker/Dealer compliance requirements. Strong interpersonal skills – Can quickly develop relationships and inspire trust. Strong communication skills – Includes business writing, negotiation, motivation and relationship management. Excellent presentation and facilitation skills, both in creation and delivery, to current and prospective clients. Problem solving – Uses judgment by applying broad knowledge and experience when addressing complex issues. Team building – Blends people into teams when needed; creates strong morale and spirit, defines success in terms of the whole team; creates a feeling of belonging in the team; etc. Ability to negotiate and influence others. Must be able to work independently to establish and grow territory.
Ref:UNI09589
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