Job Description
Supports the One Insurance Solution Team by assisting with sales efforts, advisor outreach, and client service. Collaborates with team members to drive insurance product adoption and streamline advisor engagement.
**Essential Duties and Responsibilities**
+ Partner with senior Consultants to grow insurance sales.
+ Engage financial advisors via phone and email to promote solutions.
+ Assist with case prep, illustrations, and proposal creation.
+ Support marketing campaigns and follow-up communications.
+ Respond to advisor inquiries and provide product support.
+ Contribute to team initiatives and special projects as needed.
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Insurance products and distribution channels.
+ Internal sales processes and CRM tools.
+ Financial advisor workflows and client needs.
**Skill in**
+ Communicating clearly and persuasively with advisors.
+ Managing multiple...
**Essential Duties and Responsibilities**
+ Partner with senior Consultants to grow insurance sales.
+ Engage financial advisors via phone and email to promote solutions.
+ Assist with case prep, illustrations, and proposal creation.
+ Support marketing campaigns and follow-up communications.
+ Respond to advisor inquiries and provide product support.
+ Contribute to team initiatives and special projects as needed.
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Insurance products and distribution channels.
+ Internal sales processes and CRM tools.
+ Financial advisor workflows and client needs.
**Skill in**
+ Communicating clearly and persuasively with advisors.
+ Managing multiple...