Job Summary
A company is looking for a Regional Specialist to build relationships and initiate new sales in assigned territories.
Key Responsibilities
- Provide support to sales leadership and assist in producing sales proposals and marketing programs
- Work directly with financial advisors to identify sales opportunities and assist in the life insurance underwriting process
- Coordinate and present at training sessions and key meetings within the assigned territory
Required Qualifications
- Bachelor's degree or equivalent education and experience
- Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63) and a Life, Health & Accident active license
- Three years of direct life insurance selling experience or five years of supporting agents in sales
- Proven ability to explain complex insurance concepts to financial advisors
- Ability to develop a complete understanding of the underwriting process
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