Responsibilities
Sell individual insurance products to mid-to-high net worth individuals by prospecting, networking, cultivating referral sources, and building client relationships. Analyze prospects’ financial situations, identify potential needs, generate leads, manage sales through closure, and achieve revenue goals.
Requirements
Candidates should have at least two years of related experience, preferably in financial services, and a demonstrated record of meeting sales production goals. An undergraduate degree or equivalent experience is preferred, and the selected candidate must obtain and maintain applicable licenses.
